Billing

Billing

Billing 

Info
In this document, the term request refers to incident/service requests, change requests, release requests, problems, and projects.
In the Billings module, you can generate and manage customer invoices for the services you provide. You can consolidate approved timesheets or work log entries from various modules to generate detailed invoices based on the actual work performed by technicians.
You can configure billing rules for all customers to generate invoices only after a request or task has been completed, preventing premature billing.
Notes
Role Required: SDAdmin
For billing, the cumulative of work log cost recorded in the following modules is used:
  1. Requests and Request Tasks
  2. Problems and Problem Tasks
  3. Changes and Change Tasks
  4. Releases and Release Tasks
  5. Project Tasks
  6. General Tasks
 
You can access Billings from the navigation menu.

 

Generate a New Bill 

Notes
Role Required: SDAdmin
Bill must be generated for each customer individually.
To generate a bill for a customer,
  1. Go to Billings.
  2. Select the customer from the customer filter in the header.
  3. Click Generate New Bill on the toolbar.
  4. In the pop-up, enter the following details and click Generate Bill.
Info
You cannot modify the details after the bill is generated.
Field
Description
Module *
Select the module for which the billing must be processed. You can generate bills for all modules or specific modules.
Billing Scope
Choose one of the following:
All Worklogs: Generate bill for all work log entries within the selected module.
Approved Timesheet Worklogs: Generate bill for work log entries from approved timesheets.
Duration *
By using the calendar icon, select the period from which the work log entries must be consolidated.
The maximum duration you can select is 31 days.
*mandatory

 

View Bill 

After you click Generate Bill, a background job is scheduled to generate the bill based on your input. At this stage, the Status column in the list view will display SCHEDULED. While the job is in progress, the status will remain as RUNNING until it finishes.
After the background job finishes, the status changes to FINISHED, and you will receive a push notification. You can download the generated bill by clicking the notification or by clicking Download under the Generated Bill column.
 

If the background job fails to generate the bill, the status will update as FAILED.
The generated bill will display the MSP’s logo, invoice details, customer name, and a table listing each item’s description and charges, followed by the total amount.

Sample Bill

Billing Settings

With Billing Settings, you can configure billing rules to generate invoices only after a request or task has been completed, preventing premature billing. 
Info
Billing Settings will appear only if All Customers is chosen from the customer filter in the header.
Notes
Role Required: SDAdmin
  1. Select All Customers from the customer filter in the header.
  2. Click Billing Settings.
  3. In the pop-up, enable the following as needed and click Save.
Option
Description
Consider worklogs for billing only after the entity or module is completed
If enabled, the billing will include only the work log associated with completed requests and tasks.
Exclude worklogs from cancelled modules
This can be enabled only after you enable the previous option.
If enabled, the billing will exclude work log entries from canceled requests.
 

List View Actions  

  1. Filter Bills: By default, bills generated from the last 30 days will be displayed. Use the time filter on the top right to display bills generated during a specific duration.  
  2. Delete Bill: Select the required bills from the list by using checkboxes and click Delete on the toolbar. This action will remove the bills from the system permanently.
  3. Template View: The template view displays the bills as an extensive list. The crucial information of a bill is fixed as columns, while additional information, such as Duration, Generated time, and Generated By, can be viewed under the bill ID. Click on the top right to switch to template view.
  4. Column Chooser: Use on the top left to add the Customer column to the list view.
  5. Search Bill: Use to display specific bills by setting criteria based on Bill ID, Customer, Status, and Generated by.
  6. Manage List: Use on the top right to set the number of bills to be displayed per page and the refresh interval for the list.
 

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