Atria Billing

Display Patterns for Billing Line Descriptions

Purpose:

When generating billing data, two descriptions are generated for each billable item - Line description (detailed) and summary descriptions.  

The Summary Description serves two purpose:
  1. Used as a template for your invoice lines and reporting data.
  2. By removing instance specific data, it allows Atria to aggregate and summarize billing quantities.  
The following variables can be used in both the Line Description, or the Summary Description. 
Pattern
what it is
Example
{UserFullName}
End Users Name
James Smith
{CustomerName}
Customer Name
Smith Industries PLC
{ServiceName}
high level service name
Hosted Exchange
{InstanceName}
A sub-item of a service (service item)
Microsoft Excel
{ProductSKU}
Stock code of the billable item
GH-19028
{PlanName}
The service user plan
Advanced
{AddedByUserName}
The user who added the item
Bob Jones
{RemovedByUserName}
The user who removed the item
Bob Jones

The configuration is stored in the BillItemPatterns table in the OLM database – at present these need to be updated via SQL script.  If you require assistance with this, the Automate101 support team will be happy to help guide you through the process. 


Billing Summary Page - Configuring how transactions are summarized

Atria enables service providers to configure exactly how services are described for billing purposes.  This is achieved by configuring a description pattern using a set of known variables.  This works in a similar way to other parts of Atria (e.g. service properties) and allows you to adjust to meet your needs. 

This is the default setting within Atria: 

Entity
Display Pattern For Billing Summary
Example Output on Billing Summary
Customers
Tenants
Tenants
Services (Customer level services)
{ServiceName} (Assigned to Customer)
Hosted Exchange (Assigned to Customer)
Users
Users
Users
User based services
{ServiceName}, {PlanName}
Hosted Exchange, 2GB MAPI
Citrix Service Applications or resources
{ServiceName}, {InstanceName}
SQL Hosting, Production
Customer Domain
Domain Names
Domain Names
Apps and desktops service applications and resources
{ServiceName}, {InstanceName}
Virtual Apps and Desktops, Microsoft Excel


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