Once you have run the Dealer Billing Preview Report, running the Dealer Billing Post Report is the last step required to post the Dealer billing to the accounting system.
Generating a Dealer Billing Post Report
Perform the following steps to generate a Dealer Billing Post Report:
- Navigate to the Reports menu, and select "System Reports".
Result: The "System Reports" Navigation Tree displays as shown in the following screenshot:
- Click the "Custom" Navigation Tree Node.
Result: The Custom section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click the "Dealer Billing Post" Navigation Tree Node.
Result: The Dealer Billing Post Report form displays as shown in the following screenshot:
- The "Invoice Date" checkbox displays as preselected. Select the invoice date from the dropdown menu, and click "Next".
Note: Selecting an invoice date will post the Dealer billing to that exact date in the accounting software.
Result: The Distribution Tab displays as shown in the following screenshot:
- For instructions on distributing your Report, refer to the "System Reports" document.