Report 132: Completed (Un-invoiced) Gas Deliveries

Last updated 11 days ago

Overview

Note on Report Classification: This is a Data Export/Specialized List focused on fuel operations.

This report shows a history of gas bottle orders where the cylinder has been successfully dropped off and confirmed by the team, but the system has not yet finalized the invoice transaction or posted it to the customer's account.

Best Use Case

Pre-Invoicing Check: Run this right before you run your weekly or monthly billing cycles. It allows you to review all completed gas deliveries to ensure quantities and rates are accurate before charging the owners' accounts.

How You Can Filter This Report

Parks: Filter across chosen holiday parks.
Date Range (From/To): Filter by the date the gas read/request was completed.
Sorting Options: Sort details by Order Number, Order Date, Pitch Number, Account Number, or Owner Name.

Key Information Displayed on the Report

Operational Verification: Shows the precise Confirmation Date (proving the bottle was delivered) alongside the original request date and the name of the staff member who took the order.
Exclusions: Safely excludes any items that were already invoiced, flagged as a goodwill gesture, or linked to accounts in "limbo" status.
Order Breakdown: Quantity of cylinders, bottle sizes, financial rates, unit stock numbers, pitch maps, and customer names.