Billing Cheat Sheet - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-12-04T00:01:31Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Rlusher: /* Process Overview */

2015-01-14T02:37:48Z

‎Process Overview

Rlusher: /* Approve Billing Periods */

2015-01-14T02:37:13Z

‎Approve Billing Periods

Rlusher at 22:26, 13 January 2015

2015-01-13T22:26:24Z

Rlusher: /* Billing Cheat Sheet */

2015-01-13T05:58:20Z

‎Billing Cheat Sheet

Rlusher: /* Billing Cheat Sheet */

2015-01-13T05:57:58Z

‎Billing Cheat Sheet

Rlusher: /* Billing Cheat Sheet */

2015-01-13T05:56:03Z

‎Billing Cheat Sheet

Rlusher: /* Process Overview */

2015-01-13T05:55:02Z

‎Process Overview

Rlusher: /* Assign Cardlines to Invoices */

2015-01-13T05:54:25Z

‎Assign Cardlines to Invoices

Rlusher: /* Billing Cheat Sheet */

2015-01-13T05:53:44Z

‎Billing Cheat Sheet

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-== Billing Cheat Sheet ==
+=This Content Has Moved House=
-The purpose of this article is to list  some common steps that you need to take during a typical month end billing cycle before you start to send invoices.  This process ideally should be done before the end of your billing periods, or else you will have problems with cleansing quarantine and records falling into open periods.  However this may not always be possible if your supplier delivers usage late frequently.  If this will be a problem for you, you should turn on period approval (more regarding this below).
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-=== Process Overview ===
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-The diagram below explains in simple terms what happens in the system in relation to billing in a "typical" scenario.
+[https://resources.emersion.com/display/EKB/The+Billing+Cheat+Sheet Take me to the Emersion Knowledge Base article]
-* Each service subscription and package subscription has periods.  The periods are open at the start of the relevant period.  Access Fees are generated.
+[[file:new_home_sm.jpg|900px]]

@@ Line 5: / Line 5: @@
 === Process Overview ===
-The diagram below explains in simple terms what happens in the system in relation to billing.
+The diagram below explains in simple terms what happens in the system in relation to billing in a "typical" scenario.
 * Each service subscription and package subscription has periods.  The periods are open at the start of the relevant period.  Access Fees are generated.
@@ Line 18: / Line 18: @@
 [[File:Billing Process.png]]
 === Month End Steps ===

@@ Line 86: / Line 86: @@
 ==== Approve Billing Periods ====
 * Note that this section will not apply to you if you do not use Manual Period Approval functionality.
-* Some customer elect to enable period approval for their service plan.  This is typical where the supplier often provides billing records for one month later after the period is shut, and they need to hold the periods open while usage is processed.
+* Some customer elect to enable period approval for their service plan.  This is typical where the supplier often provides billing records late for a given month after the period is shut, and they need to hold the periods open while usage is processed.
 * The effect of period approval is to hold the period open, even after the end date of the period is passed, so that calls for that period will fall into the period being held open, rather than the current period.
 * If you have elected to do this, after all of the above steps are complete you will need to approve the periods before cardlines are generated.

← Older revision		Revision as of 22:26, 13 January 2015
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	*Once allocated you can view your pending invoices, adjust and approve as desired.		*Once allocated you can view your pending invoices, adjust and approve as desired.

−	[[File:~~Accounts Receivable~~ - ~~Pending Cardlines~~.png\|Pending Cardlines]]	+	[[File:2015-01-14_09_24_10-Accounts_Receivable_-_Pending_Cardlines.png\|Pending Cardlines]]

← Older revision		Revision as of 05:58, 13 January 2015
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	[[File:Billing Process.png]]		[[File:Billing Process.png]]
−
−
	=== Month End Steps ===		=== Month End Steps ===

@@ Line 16: / Line 16: @@
 * Access fees generated in arrears if the plan setup requires it, or the service was entered later and backdated.
 * Invoice raised picking up the pending cardlines raised prior.
 === Month End Steps ===
 ==== Add Services. ====

← Older revision		Revision as of 05:55, 13 January 2015
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	* Invoice raised picking up the pending cardlines raised prior.		* Invoice raised picking up the pending cardlines raised prior.

		+
		+	=== Month End Steps ===

	[[File:Billing Process.png]]		[[File:Billing Process.png]]

@@ Line 103: / Line 103: @@
 * Choose your filters then click search.
 * From here you can see a list of pending cardlines.  You can tick all pending cardlines at once by ticking the master tickbox on the far right (Scroll this window to the far right to view).
-* From here you will have a few options as to what you would like to do with the cardlines as below.  Careful with the options chosen, if only want to deal with ticked cardlines choose an "Allocate to all selected cardlines" option.
+* From here you will have a few options as to what you would like to do with the cardlines as below.  Careful with the options chosen, if only want to deal with ticked cardlines choose an "Allocate all selected cardlines" option.
 ** Allocate all selected cardlines, to existing pending invoice if available.

← Older revision		Revision as of 05:53, 13 January 2015
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	The purpose of this article is to list out some common steps that you need to take during a typical month end billing cycle before you start to send invoices. This process ideally should be done before the end of your billing periods, or else you will have problems with cleansing quarantine and records falling into open periods. However this may not always be possible if your supplier delivers usage late frequently. If this will be a problem for you, you should turn on period approval (more regarding this below).		The purpose of this article is to list out some common steps that you need to take during a typical month end billing cycle before you start to send invoices. This process ideally should be done before the end of your billing periods, or else you will have problems with cleansing quarantine and records falling into open periods. However this may not always be possible if your supplier delivers usage late frequently. If this will be a problem for you, you should turn on period approval (more regarding this below).
		+
		+	=== Process Overview ===
		+
		+	The diagram below explains in simple terms what happens in the system in relation to billing.
		+
		+	* Each service subscription and package subscription has periods. The periods are open at the start of the relevant period. Access Fees are generated.
		+	* Usage is downloaded from the carrier and the file checked for validity.
		+	* System tries to find a service for the usage (identify).
		+	* System attempts to find a valid active package/subscription and a valid period for each (Bucket).
		+	* System will attempt to "Rate" Usage.
		+	* Period is shut, either manually or automatically.
		+	* Usage Cardline generated.
		+	* Access fees generated in arrears if the plan setup requires it, or the service was entered later and backdated.
		+	* Invoice raised picking up the pending cardlines raised prior.
		+
		+
		+	[[File:Billing Process.png]]
		+

	==== Add Services. ====		==== Add Services. ====