:Bill overview

Bill overview

Overview: you can show your bills by billing cycle (month). Each product shows one summarized payment record.

Scenarios:

1. Individual users can view bills under the current account for a specific month, and export the statistics.

2. Enterprise users can view bills under the current account and its linked accounts for a specific month, and export the statistics.

1. Bill overview list description

The bill overview list shows the bills under the current account and its linked accounts. By default, only bills for the current month are displayed. You can customize the columns to be shown in the bill overview list.

1. Billing Cycle:
2. Account Name
3. Product Name
4. Product Detail
5. Billing Method
6. Invoice Discount
7. Pretax Amount: includes refund and reconciliations.
8. Payment Amount: includes refund and reconciliations.
9. Deducted By Cash Coupons: includes refund and reconciliations.
10. Deducted By Prepaid Card: includes refund.
11. Outstanding Amount

2. Bill overview list functions

[1] Filter conditions:

• Date: you can use the calendar component to filter bills by month. By default, the current month is selected. You can select any of the previous 12 months.
• Account: you can click the filter icon in the Account Name column to filter bills by account.
• Product: you can click the filter icon in the Product Name column to filter bills by product. By default, bills of all products under the current account and its linked accounts are displayed.
• Billing Method: you can click the filter icon in the Billing Method column to filter bills by billing method. Billing methods include Pay-As-You-Go and Subscription. By default, both billing methods are selected.
  Note

  You can show or hide the following columns:

1. Billing Cycle
2. Account Name
3. Product Name
4. Product Detail
5. Billing Method
6. Invoice Discount
7. Pretax Amount
8. Payment Amount: hidden by default.
9. Deducted By Cash Coupons: hidden by default.
10. Deducted By Prepaid Card: hidden by default.
11. Outstanding Amount: hidden by default.

[3] Export bills

• Current List: export the bills shown in the current list.
• All: export bills incurred within a specific period of time (up to six months). Only bills for the previous 12 months can be exported. The preceding figure shows the export dialog box. You can export the bills to a XLS file or PDF file.
• To export bills incurred for more than 12 months, you must contact the customer manager to export the bills for you.