InvoiceReRate
Re-Rate Invoices
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 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.
Note: 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.
To Re-Rate an Invoice
- Update the package, service plan, rate card etc to correct any errors as required.
- Locate and display the required invoice in the invoice list.
- 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.
- 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.
- 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 Manage Invoice function to view and approve the invoice as required.
- Click the No button to cancel the invoice re-rating.
