Billing Cheat Sheet

Billing Cheat Sheet

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.

Add Services.

• If you know there are services that you are receiving usage for, or you plan on billing access fees in advance on the upcoming invoices you should add these services first and foremost before doing anything else.
• Remember to backdate the account date to a date on or before the date of the first usage.
• Do the same for the package subscription.
• Failure to do so will give you some difficulty later on. You cannot backdate a service prior to the account start date.
• The service subscription period must cover the dates of the usage, so it's important to backdate this as well.

Check Usage has been Mediating

• Before you check quarantine, you should check to see whether usage has been mediating correctly.
• You can do this by going to Report -> List -> BMS Tab -> BMS Connector Status Report (note, this is relevant for those that have a direct relationship with a supplier. If you receive usage from an Emersion Wholesaler, this report will not apply).

• In this report it will show your connectors and the last usage file from the relevant supplier it tried to process. In the Last File Processed column it will list the filename. Typically the carrier often has the date of the file in the filename itself. There is also a Date File Processed column. Depending on the frequency at which the supplier delivers usage files, if the date of these files is some time ago, then it would be wise to check to see if there is a problem before proceeding with billing.