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| − | ==Re-Rate Invoices== | + | =This Content Has Moved House= |
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| − | When you audit your invoices following a bill run, some invoices may have fees, charges, or rates that are incorrect. For example, telephone calls made to a particular country rated with the wrong charge per minute, or a plan with an incorrect monthly access fee. You should use the functions in the ''Package and Plans'' ''Management'' module to review and update your packages, plans, rates, bolt-ons etc as required to correct the errors. After you have made the necessary corrections you should re-rate the invoice to prompt the system to re-calculate the invoice charges using the updated plan, package, and rate card information. The system will also [[InvoiceReRender|re-render]] (or re-generate) the invoices after they have been re-rated. The updated invoice .PDF file will then be available to download, review and approve as required.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | '''Note:'''
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| − | ReRate via the Manage Invoice page only applies to the "Sell" rate cards, not the Buy rate cards. If you need to ReRate after updating the "Buy" rates please raise a support ticket with Invoice(s) and rate card Id.
| + | [https://resources.emersion.com/display/EKB/Re-Rate+Invoice Take me to the Emersion Knowledge Base article] |
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| − | Once rate changes have been made, you will need to wait at least 20 minutes for our cache to pick up those rate changes prior to actually initiating an invoice re-rate.
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| − | The system immediately initiates the billing and rating engine’s workflows to re-rate and re-render invoices. Depending on the size of the invoice, the re-rating should complete within 30 minutes.
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| − | ===To Re-Rate an Invoice===
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| − | # Update the package, service plan, rate card etc to correct any errors as required.
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| − | # Locate and display the required invoice in the invoice list.
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| − | # On the ''Manage'' ''Invoice ''page, click the '''Re-Rate '''button. A message will display prompting you to confirm you wish to re-rate the invoice.
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| − | # Click the '''Yes''' button to confirm the invoice re-rating and re-rendering. The ''Invoice List'' page will re-display showing a message at the top of the screen stating that the invoice will be re-rated.
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| − | #:The system will re-rate and re-generate the invoice .PDF. When complete, the system will trigger the ''Re-Rate Invoice Complete'' event to notify you (or the user set up in the event configuration) that the invoice re-rating has completed. You can then return to the [[InvoiceManageInvoice|''Manage Invoice'']] function to view and approve the invoice as required.
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| − | # Click the '''No''' button to cancel the invoice re-rating.
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| − | ===See also ===
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| − | * [[InvoiceManageInvoice|Manage Invoices]]
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| − | * [[InvoiceCardlineManagement|Invoice Cardline Management]]
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| − | * [[InvoiceBulkApprove|Bulk Approve]]
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| − | * [[InvoiceBulkReject|Bulk Reject]]
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| − | * [[InvoiceReRender|Re-render Invoices]]
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| − | * [[InvoiceReSend|Re-send Invoices]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
