List of Bills

List of Bills screen helps to retrieve the bills that are generated for a given period specific to a customer or an operational entity or a partner. The screen also provides summary of the bill along with charge, tax, and adjustment details.

To view list of bills:

1. On the Billing module, click List of Bills.

2. Retrieve customer, operational entity, or partner details. The corresponding details appear on the screen.

Note: Available credit balance is displayed only for external operational entities when Is Visible check box is selected in Layout screen.

3. Specify values in search filters like from date, to date, Bill number, bill type, and Status. Click the Search button to retrieve bill details in the List of Bills grid.

Bill Number: Bill number

Bill Type - Type of bill. Following types are available:

Normal: The generated invoices will be shown..

Proforma: The generated proforma invoices will be shown.

4. Click any of the existing bill number link to view the complete billing details like total charge amount, discount amount, adjustment amount, tax amount, and total bill amount in View Bill dialog box. The screen also displays the type of service for which the bill is generated along with plans/item details and charges on each individual services, start date, end date, and the amount.

5. Click the Print link to print the bill.

6. Click the Cancel link to cancel the generated invoice.

7. Click the Write Off link to cancel the generated invoice. The page is redirected to Credit Note screen where you can raise a credit note to cancel the invoice.

Note:

• The Contract ID, if any is available in the Notes column.

• Only the latest invoice is allowed to cancel.

• Invoice is not allowed to delete, if some charge level adjustments are posted.