Documentation Index

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

Comparing Invoices

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Where to Initiate

You can initiate an invoice comparison via the Invoice History page, the Invoice Detail or the Invoice Summary. On the Invoice History page each row has a compare button at the far right. On the Invoice Detail page, the compare button is located just above the icon tray. On the Summary view, each invoice has a button in it's icon tray.

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Invoice History

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Invoice Detail

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Invoice Summary

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Note

You can also compare service-related invoice details via the Service Summary view.

The Invoice Compare View

Clicking the Compare button displays the Invoice Compare view. This view displays the two invoices side-by-side and indicates the difference in amount for each category as applicable.

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When you click the Compare option for the current invoice, you get a comparison of the current invoice to the next most recent invoice. When you click the Compare option for a previous invoice, you get a comparison of the selected (past) invoice to the current invoice.

Click End Compare to remove the comparison view and return to the Invoice Detail.

Selecting a Different Invoice to Compare

You can use the Down arrow next to the right side invoice to display a drop down menu for selecting a different invoice for comparison. The previous 12 months are available.

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Comparing Category Details

Clicking an invoice category (for example, Taxes) shows a detailed comparison of that category in the right panel.

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On the Summary tab:

  • For Recurring Charges, Non-Recurring Charges and Discounts, differences are broken out by feature.

  • For Taxes, differences are broken out by tax.

    The Detail tab provides an additional breakdown by Service Number.

  • For Recurring Charges, Non-Recurring Charges and Discounts, differences are broken out by service number and feature.

  • For Taxes, differences are broken out by service number and tax.