--- title: "Working with Unit Balances" slug: "working-with-unit-balances" updated: 2026-07-14T21:26:32Z published: 2026-07-14T21:26:32Z canonical: "help.idibilling.com/working-with-unit-balances" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Working with Unit Balances The Unit Balance page lets you better view and manage the unit balance(s) for a service. Most commonly used with AdvancePay services, this page facilitates analyzing a service’s discount unit(s) utilization to better help your customer service representatives answer balance-related subscriber questions. You can: - Quickly see the current balance and expiration dates of a discount category. - View a ledger-format history of the transactions that result in the current unit balance for a given discount category. - View the usage records that fall under a given discount category. - Directly adjust (as a debit or credit) the unit balance for a specific discount category to resolve issues without needing a separate transaction or running rating. #### Permission The **Add Unit Balance Adjustments** permission under the Customer Care category in the Security web module regulates users’ ability to perform a unit balance adjustment. This permission is provided with the Customer Care Admin role and can be added to other roles as needed. #### Access To access the Unit Balance page from an account’s main menu, choose Billing > Unit Balance. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90266.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A48Z&se=2026-11-14T11%3A41%3A48Z&sr=c&sp=r&sig=shvJzDf4x4f8yWyaB2y%2BwAObsqGHda7mOEQ4vR5aowA%3D) #### Presentation The Unit Balance page provides three selectors (filters) to drive the display of (discount) Categories below the selectors. Selecting a Category displays the corresponding Unit Balance Ledger in the center-right panel. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90267.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A48Z&se=2026-11-14T11%3A41%3A48Z&sr=c&sp=r&sig=shvJzDf4x4f8yWyaB2y%2BwAObsqGHda7mOEQ4vR5aowA%3D) #### Setting Up the View There are three selectors on the upper left: - **View Options** - Show Active Services and Units (default). - Show Active Services and Expired Units. - Include Disconnected Services and Expired Units. - **Service Number** - Viewing and selecting a service number is based on the chosen View Options, where either only active services are shown, or you choose to make disconnected services also available for selection. - **Catalog Item** - When applicable, you can choose a catalog item that is contributing to the unit balance. The selector defaults to no item selected. Selecting a catalog item displays only those discount categories where the selection contributed an amount of units. The ***Categories*** area below the selectors use the above selections to display discount categories that have non-expired units available. The following information is provided for each discount category listed: - Category – the configured description of the discount category. - Remaining Amount – the current number of units that are still available in the category. - Expires on - the date when the displayed units will expire. #### The Unit Balance ledger Selecting a specific Category (when more than one apply) displays the ledger details containing the discount-related activity and/or transactions that affected the unit balance. Rows are filtered to activity where: - The expiration date has not been passed (unless you chose to show expired units). - The available date is not in the future (unless you chose to Show Future activity). The following details are provided for each displayed row for a chosen discount category: - Discount - the configured description of the grant discount involved in the activity. Note: If the grant discount has no configured description, the SKU value is used. - Action - identifies the cause or what was done that resulted in a change to the unit balance. (e.g., Allocate, Extend, Usage, Expire, etc.). - Unit Change - the amount of units that were either debited or credited by the action. - Balance - the remaining balance after the unit change is applied. - Expiration Date - the date the remaining units are scheduled to expire (to be removed from the balance). - Available Date - the date the remaining units are scheduled to become available (or became available). - Post Date - the date the result of this action was posted. - Catalog Item - the configured SKU of the catalog item the grant discount was contained within when assigned to the service. #### Selecting a Discount The ledger’s ***Discount*** selector contains a list of the grant discounts for the selected Category. The discount name is the configured Description (or SKU, if no description exists). It defaults to no filter. When you select a discount, the listed discount activity is filtered to only those where the selection applies. #### Showing Future-dated Units The **Show Future** check box lets you choose to display future (yet-to-be-posted) units along with current units (and expired units when that option is selected). This is unchecked by default. #### Showing Usage Records for a Unit Balance Ledger Transaction For ledger rows where Action = **Usage**, a selector (kebab) is available in the far-right column to select and then view the associated usage. This helps you answer questions about a subscriber’s current unit balance by seeing the rated usage activity (calls, texts, data sessions) that affected the balance. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90268.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A48Z&se=2026-11-14T11%3A41%3A48Z&sr=c&sp=r&sig=shvJzDf4x4f8yWyaB2y%2BwAObsqGHda7mOEQ4vR5aowA%3D) Selecting the **View Usage** option takes you to the Usage Discount Detail page for the account. The view is pre-filtered by: - Bill Period = Bill Period associated to the transaction record. - Discount = Discount associated to the transaction record. #### Adjusting the Balance of Granted Units This lets you directly adjust the unit balance for a discount category. You can give a courtesy credit or resolve an issue with a unit balance adjustment. This option is available on rows where ***Action*** = **Allocate** and the ***Unit Change*** is ***not*** equal to **Unlimited**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90269.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A48Z&se=2026-11-14T11%3A41%3A48Z&sr=c&sp=r&sig=shvJzDf4x4f8yWyaB2y%2BwAObsqGHda7mOEQ4vR5aowA%3D) Selecting **New Adjustment** displays a Unit Balance Adjustment page with these fields: - Service Number - the service number associated to the Unit Balance Ledger being displayed. - Catalog Item - the catalog item associated to the selected ledger row. - Discount Name - the description of the discount associated to the selected ledger row. - Unit Type – derived from the discount’s configuration. - Available Date - the available date for the selected ledger row. - Expiration Date - the expiration date for the selected ledger row. - Amount - enter an adjustment amount (must be greater than zero). This is required to save the adjustment. - Credit/Debit Selector – this lets you specify whether the adjustment is to credit or debit the specified amount of units. This defaults to Credit. - Description - an optional text field. Saving the adjustment results in the specified amount of units being added to or deducted from the unit balance.