EQD: Export Summary Billing - Reporting Royalties On Paid And Unpaid Invoices

🔵 Overview The standard Period End report only shows royalties that have already been paid. This article explains how to generate a report showing calculated royalties/rebates across both paid and unpaid invoices, using the Export Summary Billing report.

Navigation: Q-Send > Export > Export Summary Billing

Step 1: Open The Report

  1. Navigate to Q-Send > Export > Export Summary Billing.
  2. Select the relevant client.
  3. Click Configure to adjust the report fields.
  4. Add the Royalty field to the export configuration.

Frequently Asked Questions

Q: Why doesn't the standard Period End report show what I need?

A: The Period End report only shows royalties that have already been paid. It doesn't include royalties that have been calculated but not yet paid.

Q: Where do I find the Export Summary Billing report?

A: Navigate to Q-Send > Export > Export Summary Billing.

Q: How do I add the Royalty field to the report?

A: Select the relevant client, then click Configure to adjust the report fields, and add the Royalty field to the export configuration.

Q: What if the Export Summary Billing report doesn't give me what I need?

A: Reach out to support — there may be another report available, or you may need to submit an enhancement request through the Ideal Portal.

Tags: royalties, rebates, export summary billing, q-send, reports, period end, paid and unpaid invoices

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.