Unified Settlement streamlines your payment process. Create custom Settlement Tasks to consolidate bills from different Member Accounts and Billing Cycles within your organization. This eliminates the need to make separate payments for each account.
Designated settlement: Pay a single designated account. The system then automatically settles the bills for the specific accounts and Billing Cycles that you define in the Settlement Task.
Export details: Export consolidated bill data from a Settlement Task, including stamped monthly bills in PDF format.
Enterprise super administrators and administrators with unified settlement permissions can create settlement tasks for the member accounts they manage.
Member accounts can create settlement tasks for their own bills across multiple Billing Cycles, either for designated settlement or for consolidated invoicing.
Create a settlement task
In the Expenses and Costs console, navigate to Billing > Overview of Monthly Bill, and click the Unified Settlement button to create a unified settlement task.
On the Unified Settlement page, click Create Settlement Task. Fill in or select the required information, and then click Next.
NoteWhen creating a Settlement Task, select from all unsettled and settled bills. .
A single Settlement Task can include bills from a maximum of three months. These can span any Billing Cycle starting from April 2023. To settle bills from more than three months at a time, create multiple Settlement Tasks.
The list displays bills grouped by account name, with bills for the same account sorted by Billing Cycle in descending order.
If a Billing Cycle is already in another Settlement Task, it is grayed out and cannot be selected. If needed, go to the Unified Settlement list page, close the corresponding Settlement Task, and then select the Billing Cycle again.
You cannot create a Settlement Task for the current month's bills. Wait until the system generates the official bill on the 3rd of the following month.
After the system generates the Settlement Bill, confirm the following details:
Verify that the consumption data, including the accounts and Billing Cycles shown in the list, matches the data in your bills exactly.
Check that the bill consumption amount and the amount to be invoiced for the selected accounts and Billing Cycles are correct. Click View Total at the bottom to see the total amount for this Settlement Task.
Click Export to download the bill file in CSV format for manual data verification.
After confirming the information is correct, click Generate and Run Settlement Bill to start the settlement.
- Note
If you have questions about the Amount To Be Repaid, click Save As Draft. Review the draft and, when you've confirm it's correct, click Generate and Run Settlement Bill.
Once the Settlement Task is created, the system automatically transfers funds and completes the settlement using the Account Balance of the account that created the task.
NoteIf the Account Balance of the task-creating account exceeds the amount to be settled on the Settlement Bill, the system automatically transfers the funds and completes the settlement.
If the Account Balance is insufficient, the system automatically completes the settlement after you top up the account.
The Settlement Task is complete once the full settlement amount has been paid.
If a settlement cannot be completed due to an insufficient balance, the task will remain in a running state. After the account is topped up, the system automatically performs the settlement. The fund transfer and settlement may take 1 to 2 minutes to complete.
View settlement tasks
On the Unified Settlement page, you can view all your Settlement Tasks. By default, the system lists them in descending order by creation time.
The following actions are available:
Edit: Edit a Settlement Task that has been saved as a Draft.
Delete: Delete a Settlement Task saved as a Draft. Once deleted, the task is permanently removed from the Unified Settlement list.
View: Click to see the details of a Settlement Task. You can view the settlement items and perform the following actions:
Download the bill in CSV format.
Download the monthly bill in PDF format.
Stop: Stop a Settlement Task when its status is Running or Settling. The task status changes to Not Started. For the associated accounts, automatic settlement is restored.
Enable: Enable a Settlement Task with a Not Started status. The status changes back to Running.
Close: Close a Settlement Task with a Not Started status. Once closed, it cannot be reopened. You must create a new Settlement Task.
Make payment: For tasks with a Settling status and an insufficient Account Balance, click this button to go to the top-up page. Add funds using methods like Alipay, corporate online banking, or bank transfer.
Do not stop a task in the Settling status, because the system may have initiated the settlement process.
Important notes
The account responsible for payments should create one Settlement Bill each month to settle all selected accounts and Billing Cycles in a single operation.
By default, refunds cannot be used to settle past Billing Cycles. They can only be applied to the current and future months. To use a refund for past bills, go to Billing Account > Account Settings > Settle Past Bills and enable the option.
After a Settlement Task is created, automatic settlement is disabled for both the account that created the task and all accounts included in the task. This means your Account Balance is not used for automatic payments; payments follow the order defined in the Settlement Bill. Automatic settlement is restored only after the Settlement Bill is closed or completed. To restore automatic settlement manually, you must stop or close the Settlement Bill.