Billing Reports
Throughout Billingbooth there are a range of reports available to you to help with any analytical requirements you might have. In this article, we'll go over all the currently available billing related reports and where to find them.
Billing Run Charges Preview
Found at:
Click Billing runs at the top-right of the screen, and then Start a new run from the drop-down. Proceed through the Billing Run wizard until Step 4 - Charges preview, select either Summary or Detailed from the top-left and then click the Export button at the top-right.
Usage:
Summary - Returns the summarised list of what you're about to charge the selected customers.
Detailed - Returns a granular list of all individual charge line items you're about to invoice the selected customers.
Filtered By:
Selected customers
Columns in Excel Export:
Summary - Customer Name, Customer Reference, Total Service Charges, Total Voice, Data & SMS, Tax, Last Invoice Total Amount ex. Tax, Change % since last invoice
Detailed - Customer Name, Customer Reference, Charge Description, Details, Caller Line Identifier, Cost Centre, Period Start, Period End, Quantity, Total Amount, Tax, Total inc. Tax
Billing run details
Found at:
Click Billing runs at the top-right of the screen, and then either Start a new run and complete a billing run, or click Previous Runs and then click the View icon on any billing run listing. Once on the Billing run details screen, click the Export button at the top-right of the screen.
Usage:
Returns a list of all customers included in the billing run, along with the status and details of their applicable invoice, payment, and email delivery.
Filtered By:
Selecting either All Customers or Only Problems next to the Export button, where Only Problems lists any customers that had problems with invoicing, payment or email delivery.
Columns in Excel Export:
Customer Name, Customer Reference, Cost Centre Name, Invoicing Status, Invoicing Details, Payment Status, Payment Details, Delivery Status, Delivery Details