Working with Bills in Bill Management
You can use the Bill Management page to review your Account Bills and perform common administrative tasks for managing them.
This topic explains how to work in Bill Management:
Tip: Run Bills and view Bill details? See the previous topic: Running Bills and Viewing Bill Details.
Tip: Approving and Locking Bills? For details on how to approve and lock Bills, see the following topic: Approving and Locking Bills - Managing Bill Lifecycle.
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.
Warning: Child Account Bills are not recalculated separately! If you've selected Child Account Bills, these are not guaranteed to be recalculated. A Child Account Bill is only recalculated when its Parent Account Bill is recalculated.
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.
Warning!
Download Limits. You can only download Bills for a period of up to 31 days or up to a maximum of 5000 Bills. If you attempt a download that exceeds either of these two limits, you'll receive an error message.
Empty Bills. The
.csvformatted file is compiled for download by taking each of the line items found in Bills that exist in your Organization for the specified period. The Bill for each line item record is given, along with Bill Total and other billing attributes. However, this means that if you have an empty Bill that exists for the specified period - one for which no line items currently exist - then no line item records will be shown for this Bill in the.csvfile you download.
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.
Additional Support
Login to the Support portal for additional help and to send questions to our Support team.