---
title: "Billing Enquiry"
slug: "bill"
updated: 2025-07-29T11:40:46Z
published: 2025-07-29T11:40:46Z
canonical: "help.canary7.com/bill"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing Enquiry

## 📘 Billing Enquiry

### What is Billing Enquiry?

The **Billing Enquiry** screen in Canary7 provides visibility into billing records and shipment-level charge data. It is divided into two main tabs:

- **Bill List** – Used for viewing and confirming billing summaries.
- **Shipment** – Used for reviewing charges per shipment.

### Accessing Bill

Within the Navigation menu, click on the search bar, type ''Bill'' and click on "Bill". Bill is also in Billing > Bill.

### 🔄 Billing Workflow Overview

Before you can view billing in **Billing Enquiry**, charges must be generated and processed. The typical flow is:

1. **Add Contracts and Charge Types** Go to the **Contract** screen and ensure all necessary charge types are added to the relevant contracts. ➤ When charges are ready to be generated, the status will show: **CHARGES_PENDING**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702915964054.png)

**2. Create Charges** Click the **three dots** (ellipsis) next to a contract and select **Create Charges**.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702914207294.png)➤ The status will change to: **BILL_GENERATION_PENDING**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702998799559.png)

**Generate Billing** Once charges have been created, select the relevant contracts (or all contracts), click the ellipsis again, and select **Generate Billing**.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1703000826554.png)

➤ Status will update to: **BILL_GENERATED**

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702999260333.png)

**Run Billing Period End** To finalise the billing week and make it selectable in **Billing Enquiry**, click the red box and choose **Run Billing Period End**.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702999496233.png)

After clicking "Run Billing Period End" the billing week will be able to be selection for the drop down list in Canary7 Billing Enquiry screen.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1702916395904.png)

**Confirm Bills (Optional ERP Integration)** Go to the **Billing Enquiry** screen, locate the relevant billing week, and use the ellipsis menu to **Confirm Bills**.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1709731866691.png)

➤ The bill's status will change to: **Confirmed** ➤ If connected to an ERP (e.g. Xero), the **ERP Invoice Status** will update to: **Generated**

## 📄 Bill List Tab

Use this tab to review and confirm billing records per company and billing period.

**![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1749464928062.png)**

### 🔍 Search Filters:

- **Company**
- **Billing Period**

📊 Results Columns:

| Column | Description |
| --- | --- |
| **Bill Number** | Unique ID for the bill |
| **Company** | Client/company being billed |
| **Warehouse** | Warehouse associated with the charges |
| **Billing Period Code** | Weekly or period-based code |
| **Total** | Total charges on the bill |
| **Status** | Bill status: **Draft** or **Confirmed** |
| **ERP** | Integrated system (e.g. Xero) |
| **Invoice Status** | Draft or Generated status of the ERP invoice |
| **Date Creation** | When the bill was generated |
| **Xero Invoice** | Link/reference to ERP invoice (if applicable) |

### ⋮ Ellipsis Menu:

- **View** – Opens the bill for detailed inspection.
- **Confirm Bill** – Only available if the bill is in **Draft** status

### 🔎 Viewing Bill Details:

Clicking **View** opens the **Bill Detail List**, where you can see charge categories and view individual charge breakdowns. Charge details may include:

| Column | Example Values |
| --- | --- |
| ID | Internal charge ID |
| Company ID / Code | Linked company info |
| Shipment Header ID / Number | Links to specific shipment |
| Ship To Country | Destination country |
| Other Fields | Based on charge type (e.g. storage, handling, freight) |

## 🚚 Shipment Tab

This tab allows detailed analysis of shipment-level charges for a given period or filter.

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1749465034543.png)

### 🔍 Search Filters:

- **Company**
- **Billing Period**
- **Carrier**
- **Carrier Service**
- **Ship To Country**

### 📊 Results Columns:

| Column | Description |
| --- | --- |
| **Shipment Header ID** | Unique identifier for the shipment header |
| **Shipment Number** | Reference for the shipment |
| **Ship To Country** | Destination |
| **Carrier** | Carrier used |
| **Carrier Service** | Service level |
| **Company** | Company linked to the shipment |
| **Billing Period** | Period of charge generation |
| **Total Weight** | Total shipment weight |
| **All Charge Group IDs** | Groups of charges applied |
| **All Charge Group Names** | Names of applied charge groups |
| **Total Charge Value** | Total monetary value of charges |
| **Total Count** | Number of charge entries |

## ✅ Summary

The **Billing Enquiry** screen brings together billing and shipment data to support transparency, audit readiness, and ERP integration. Use the **Bill List** for high-level review and confirmation, and the **Shipment** tab for operational insight at a shipment level.