Running, Viewing, and Managing Bills
The Billing area of the m3ter Console is designed to let you run, view, and manage Bills for your Accounts. You can:
View Bills for your Accounts.
Select a billing period, and view Bills for that period.
You can also access and manage for specific Accounts Bills directly from the Bills tab for the Account:
View the Bills for an Account.
Open a Bill in Bill Management and view Bill details with a breakdown of charges.
You can also perform common tasks for billing management workflows:
View and approve a Bill.
Lock an approved Bill or set a global lock date for all Bills.
Re-calculate a Bill.
Re-run billing.
Add Credit or Debit line items to a Bill.
Review the Bill History for a selected Account.
Download Bills.
Run billing manually by date and billing frequency using a Run billing modal.
You might want Bills to be updated on a regular basis. If so, you can set up scheduling for Bill creation at set intervals as part of your Organization configuration.
This section explains how to run and manage Bills for your Accounts:
Tip: 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.
Tip: Reviewing Billing Data? You can query for Billing data and review the returned data using the Data Explorer. See Performing Billing Queries and Reviewing Results.
Tip: End-dating billing entities associated with an Account? You can end-date the billing entities associated with an end-customer Account - Account Plans, Prepayments, Pricings, and Contracts - from an Account page. This is useful in cases where you need to create new agreements with end-customers - such as for renewals or mid-service term amendments - and for service cancellations. For more details, see End Dating Account Billing Entities.
Additional Support
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