Invoice Views
You have several options for viewing invoice information in Customer Care.
Invoice History - A complete invoice history is available via the Customer menu by choosing Billing > Invoices.
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How to use this view is described in Working with the Invoice History below.
Invoice Summary and Details - This view provides summary and detail information for the selected invoice. The default view presents the entire invoice amount, including both account- and service-level charges and credits. You can drill down for additional summary and detail information by charge category (usage, recurring, non-recurring, etc...)
You can also choose to show a breakout of service-level charges for the invoice. This view is accessible from several areas in Customer care:
The last invoice link in the Billing InfoPanel on the Account Summary.
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Clicking any New Charges link on the Account Balances view displays the invoice for the selected charges.
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How to use this view is described in Invoice Summary and Details.
Side-by-side Invoice Summary- This view shows three invoices side-by-side. The view defaults to the three latest invoices (current and two previous). You can scroll to show earlier previous invoices, while always displaying the current invoice at the left. This view is available via the View menu on the Account Summary page.
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How to use this view is described in Side-by-side Invoice Summary.
Working with the Invoice History
The Invoice History page lists the full invoice history for the account.
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Invoices are listed by number in the left column.
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Clicking an invoice number displays that invoice's Invoice Summary and Detail view.
Buttons in the far right column support viewing a PDF version or the ability to compare two invoices side-by-side.
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viewing a PDF - Clicking the document icon (left side column at far right) opens the PDF for that invoice. Note: This icon is only available when this functionality is enabled via Manage > Settings > General > Display Invoice PDFs).
comparing two invoices side-by-side - Clicking the Compare icon (right side column at far right) opens the Compare Invoices view.
If the account has pending invoices, they are listed in a separate Pending grid above the approved invoices. If no pending invoices exist, the page will not display the Pending grid.
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When the account has pending invoices, they are listed in a separate Pending grid above the approved invoices. This presentation lets you quickly distinguish between approved invoices that a customer has or will receive, and pending invoices that may change prior to billing.
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There are two categories for pending invoices:
Unapproved - Pending invoices with a status of Unapproved exist in the system after billing runs and creates invoices, and the bill period has not yet been approved. The Pending time frame for these invoices is typically short (until the bill period is approved)
Preview - You can choose to generate a preview of the next invoice based on the current services and features on an account by clicking the Generate Preview button.
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This helps you evaluate and compare anticipated invoice charges to a previous (billed) invoice. These invoices have a status of Preview, and will remain in the system until they are deleted in the course of an actual bill run.
When viewing the details for a pending invoice, a label indicates the Preview or Unapproved status as applicable.
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You can choose to generate a preview of the next invoice based on the current services and features on an account by clicking the Generate Preview button.
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This helps you evaluate and compare anticipated invoice charges to a previous (billed) invoice. These invoices have a status of Preview, and will remain in the system until they are deleted in the course of an actual bill run. For more on this see Generating a Preview Invoice.