Running, Viewing, and Managing Bills - m3ter Documentation

Billing Management in m3ter Console

The Billing area of the m3ter Console is designed to let you run, view, and manage Bills for your Accounts. You can:

View Bills for your Accounts.
Select a billing period, and view Bills for that period.

You can also access and manage for specific Accounts Bills directly from the Bills tab for the Account:

View the Bills for an Account.
Open a Bill in Bill Management and view Bill details with a breakdown of charges.

You can also perform common tasks for billing management workflows:

View and approve a Bill.
Lock an approved Bill or set a global lock date for all Bills.
Re-calculate a Bill.
Re-run billing.
Add Credit or Debit line items to a Bill.
Review the Bill History for a selected Account.
Download Bills.
Run billing manually by date and billing frequency using a Run billing modal.

You might want Bills to be updated on a regular basis. If so, you can set up scheduling for Bill creation at set intervals as part of your Organization configuration.

Key Guides

Tips:

Encountering Billing Issues? If you are having issues with Bills - such as a Bill is not generating for an Account or line item and/or total amounts are not what you expect them to be for a Bill, please review the Troubleshooting Bills in this section, which offers a checklist of common billing issues with guidance on how to follow-up on and resolve issues.
Reviewing Billing Data? You can query for Billing data and review the returned data using the Usage Data Explorer (v2).
End-dating billing entities associated with an Account? You can end-date the billing entities associated with an end-customer Account - Account Plans, Prepayments, Pricings, and Contracts - from an Account page. This is useful in cases where you need to create new agreements with end-customers - such as for renewals or mid-service term amendments - and for service cancellations. For more details, see End Dating Account Billing Entities.