Working with Bills in Bill Management - m3ter Documentation

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You can use the Bill Management page to review your Account Bills and perform common administrative tasks for managing them. This topic explains how to work in Bill Management:

Tips:

Run Bills and view Bill details? See the previous topic: Running Bills and Viewing Bill Details.
Approving and Locking Bills? For details on how to approve and lock Bills, see the following topic: Approving and Locking Bills - Managing Bill Lifecycle.
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.

Recalculating Bills

You can recalculate Bills for end-customer Accounts at any time. For example, you might want to do this if you’ve updated the pricing Plan for the Account and want to check that the Bill is correct when calculated using the revised pricing. To recalculate Bills:

Select Billing. The Bill management page opens and lists Bills for the default Invoice date setting of the current month.
If you want to recalculate Bills for a different period, use the Invoice date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.

Tip: Invoice dates are inclusive! Note that when you define a period to view Bills using the Invoice date calendar popups, both the start and end date are interpreted inclusively.

Use the checkboxes to select the Bill or Bills you want to recalculate.
Select Recalculate selected. The selected Bills are recalculated.

Important!

Child Account Bills are not recalculated separately. If you’ve selected Child Account Bills, these are not guaranteed to be recalculated. A Child Account Bill is only recalculated when its Parent Account Bill is recalculated.
Maximum for a Recalculate Bill Job is 100. If you select more that 100 Bills to recalculate, the Bill Job will fail and you’ll receive an error.

Downloading Bills

You can download the Bills listed in the Bill management page for a selected Invoice Date period as a .csv formatted file. To download Bills:

Select Billing. The Bill management page opens and lists Bills for the default Invoice Date setting of the current month.
If you want to download Bills for a different period, use the Invoice Date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.
Select Download Bills. The Bills in the selected date range are exported in a .csv formatted file and saved to your Downloads folder.

Warning!

Download Limits. You can only download Bills for a period of up to 31 days or up to a maximum of 5000 Bills. If you attempt a download that exceeds either of these two limits, you’ll receive an error message.
Empty Bills. The .csv formatted file is compiled for download by taking each of the line items found in Bills that exist in your Organization for the specified period. The Bill for each line item record is given, along with Bill Total and other billing attributes. However, this means that if you have an empty Bill that exists for the specified period - one for which no line items currently exist - then no line item records will be shown for this Bill in the .csv file you download.

Deleting Bills

You can delete Bills listed in Bill management. To delete Bills:

Select Billing. The Bill management page opens and lists Bills for the default Invoice date setting of the current month.
If you want to delete Bills for a different period, use the Invoice date calendar pop-ups to adjust the period accordingly. See Running Bills and Viewing Bill Details.
Select the checkboxes of the Bills you want to delete.
Select Delete selected. A pop-up appears asking you to confirm the delete.
Select Yes to confirm and the selected Bills are deleted.