IDI version 26.8 is now available.  Click here for details: IDI Updates.

Working with Invoices

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The IDI platform provides access to current and past invoices to examine call detail (usage) records for a customer account, and dispute/credit invoice items.

Current Invoice

You can open the current invoice for a specific customer account from the Customer window Summary tab.

To access current invoice-related information:

  1. Open the customer account.

  2. Click the Invoice # link on the Summary tab under the Last Invoice Information section.

    UG template for Help

    This displays the Invoice window.

Invoice History

You can access any invoice from the Customer window Balances tab. The Balances tab provides additional functionality including viewing invoice settlement information and charges on the invoice listed by invoice category. See Working with Invoices from the Balances tab.

Account Invoice Inserts

Account Invoice Messages

Working with Invoices from the Balances Tab

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