Users that need to produce or view invoices from within the Recurring Billing Management interface will need to have access to invoice reports associated to a System ID of “RSBI” (Recurring Storage and Billing Invoice).  By default, MoversSuite establishes the Standard Invoice (short) report to be used by Recurring Billing within the Reports Setup; multiple documents can be set up to be referenced through the Invoice Report option within Recurring Billing Management.

 

Figure 30: Reports setup for the billing invoice

 

A user will receive a Reporting Services error if this report is not available to them, either through the report not being defined or if the user cannot access it (Report Profile).

 

Figure 31: Incorrect format for a Reporting Services report error

 

Other reports, as those highlighed in the Recurring Billing and Storage Reports section, may need to to be accessible to employees.  Refer to the Reports section for more information.