Billing

Billing is where you generate and track the invoices you issue to merchants, under Billing > Invoices. The rate configuration that determines what those charges are worth is documented elsewhere in this section: Zone and DAS Maps in Rating Maps, Base Rate Plans and Rate Groups in Rate Groups and Plans, Merchant Rates in Rate Shopping, and surcharges in Fee Schedules and Adjustments. This page covers invoice generation only — the Invoices grid, Carrier Invoices and Billing permissions are not documented yet.

Generate Invoice

1. Go to Billing > Invoices and click Generate Invoice.
2. Choose a Merchant from the select menu.
3. Set a start and end date for the invoice period.
4. Set the associated charge categories for the invoice.
5. Click Continue.
6. Add a line item for each charge by clicking Add Line Item.
7. Fill out the information in the modal window that opens and click Submit.
8. Once you have added all of the necessary line items, set an Invoice Date, the Payment Terms and the Due Date in the Invoice Information pane.
9. Click Save Invoice.

The invoice now appears in the Invoices grid. Click an invoice in the grid to open the View Billing Invoice screen, where you can Void the invoice or click Paid to change its status.