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• Running, Viewing, and Managing Bills

Working with Bills in Bill Management

The Bill Management page allows you to review your Account Bills and perform common administrative tasks for managing them

This topic explains how to work in the Bill Management page and manage the Bills for your Accounts.

• Recalculating Bills

• Approving Bills

• Locking Bills and Setting Global Lock Date

• Downloading Bills

• Deleting Bills

Recalculating Bills

You can recalculate Bills for end-customer Accounts at any time. For example, you might want to do this if you’ve updated the pricing Plan for the Account and want to check that the Bill is correct when calculated using the revised pricing.

To recalculate Bills:

1. Select Billing>Bill Management. The Bill Management page opens and lists Bills for the default Invoice Date setting of the current month.

2. If you want to recalculate Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

3. Use the checkboxes to select the Bill or Bills you want to recalculate.

4. Select Recalculate selected. The selected Bills are recalculated.

Approving Bills

When Bills are first generated, they have Pending status. For Pending Bills, you can:

• Select Bills directly in Bill Management and then approve the selected Bills.

• Approve a set of Bills by a specified invoice date period.

To approve Bills:

1. Select Billing>Bill Management. The Bill Management page opens and lists Bills for the default Invoice Date setting of the current month.

2. If you want to approve Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

• If you want to review the details of a Bill before approving it, select the REFERENCE hotlink text to open the Bill.

3. Use the checkboxes to select the Bill or Bills you want to approve.

• Note that if you've selected a Bill which is already at Approved status. the Approve selected button is automatically disabled.

4. Select Approve selected. The selected Bills are moved to Approved status and the Lock selected button is now enabled for these Bills.

5. If you want to approve a set of Bills by date range, select Approve bills. The Approve bills modal appears:

6. Use the Calendar pop-ups to select the Invoice start date and Invoice end date to define the date range for Bill approval.

• Note to clarify: start and end dates for Bill approval date range:

  • The Invoice start date is inclusive. This means, for example, if you've set the Invoice start date for Bill approval date range as April 1st, any Bill with an INVOICE DATE of April 1st or later will be approved.

  • The Invoice end date you select for the date range is exclusive. This means, for example, if you've set the Invoice end date for Bill approval date range as April 30th, any Bill with an INVOICE DATE of April 29th or earlier will be approved. However, a Bill dated April 30th will not be approved.

7. Select Approve bills. The modal closes and all Pending status Bills dated within the defined date range are moved to Approved status.

Locking Bills and Setting Global Lock Date

You can only lock Bills that have an Approved status. When you've locked a Bill it can no longer be changed and is excluded from any billing runs.

You can also set a Global Lock Date, after which all Bills will be locked.

To lock Bills and set a Global Lock Date:

1. Select Billing>Bill Management. The Bill Management page opens and lists Bills for the default Invoice Date setting of the current month.

2. If you want to lock Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

3. Use the checkboxes to select the Approved Bill or Bills you want to lock.

• Note that if you've selected a Bill which is at Pending status. the Lock selected button is automatically disabled.

4. Select Lock selected. The selected Bills are locked. Note that Locked Bills can no longer be:

• Selected

• Unlocked

• Updated

• Recalculated

5. If you want to set a date for when all Bills will be locked, select Set global lock date. A Set global lock date modal appears:

• Note that the default date used in the Modal when it's first opened is dependent on the end date set in Bill Management for the Invoice Date range - in this example, the end date was set at 04/30/2023 and the default global lock date is set as the following day.

6. Use the calendar popup to select the date on which you want all Bills to be locked and then select Save. The modal closes and any Bill with a service period end date on or before the date you've set will be locked.

Downloading Bills

You can download the Bills listed in the Bill Management page for a selected Invoice Date period as a .csv formatted file.

To download Bills:

1. Select Billing>Bill Management. The Bill Management page opens and lists Bills for the default Invoice Date setting of the current month.

2. If you want to download Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

3. Select Download Bills. The Bills in the selected date range are exported in a .csv formatted file and saved to your Downloads folder.

Deleting Bills

You can delete Bills listed in Bill Management.

To download Bills:

1. Select Billing>Bill Management. The Bill Management page opens and lists Bills for the default Invoice Date setting of the current month.

2. If you want to delete Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

3. Select the checkboxes of the Bills you want to delete.

4. Select Delete selected. A pop-up appears asking you to confirm the delete.

5. Select Yes to confirm and the selected Bills are deleted.

Next: Adding Credit Line Items to Bills

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