Service Provider Billing

Service Billing Summary Report

Objective

This article describes the information contained in the Billing Summary Report.  
 

Applies to

  1. Introduced in Atria version 12.0.0

Billing Summary Report Overview

The service billing summary report is designed to highlight the billable service changes that have occurred within the currently selected billing period. This enables service providers to bill by changes rather than totals. 

Billing Summary Page

The Service Billing Summary Report page is located under the 'Reports' menu in Atria.

Filtering report data

The report displays all customers that are associated with the service provider and enables these to be filtered by customer name and service. 

To set the filter, select a billing Period, Customer and Service or (all customers)   and click the icon.




TIP: For more information on setting up SKUs for reporting, Check-out this article:  Billing Setup User Guide

Note: If no data appears for the current month, then the billing period may not have yet been configured and/or the billing period has not been processed.  Check-out Billing Process Overview for the high level steps to set this up.

Aggregate by Customer

The service provider can view changes summed up to service provider level, or grouped by customer.  In order to group by customer, check the checkbox and  then .




Billing Summary Data Export

All filtered records can be exported into Excel.  Simply filter the data as above then click the Icon.  This will generate an Excel spreadsheet and enable you to choose a location and download the file.




Service Billing Summary Report Column Definitions


Column Name

Applies To

Description

Customer Code
All Customers
The customer's short-code as set in customer configuration.
Customer Name
All Customers

Customer Account Code
All Customers where configured (see Billing Setup User Guide
A Billing account identifier that can be set when configuring a customer.  This can be set to the service provider's customer account code for ease of identification when invoicing.
Product SKU
Services, Products and Instances when configured. (see Billing Setup User Guide  for more information about SKUs)
A SKU can be set for all of these entity types. This is especially useful to exclude specific non-billable SKUs from this report.
Billable Flag
All Records
This will always be set to Yes for the Service Billing Summary report as this only contains billable items.
Summary Grouping
All Records
This is the same as the Service column in the Service Billing Summary page in Atria.  Note the format for this is described in this article: Service Billing Line Display Patterns
Last Month Count
All Records
This is the total count of this service in the previous billing period to the one exported.
Difference
All Records
This is the number of services that have been added or removed this billing period.
This Month Count
All Records
This is the total count of this service in the currently selected billing period.
ResultCount
All Records
This is the total count of all records that have been exported and appears on every row for QA purposes.

 











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