Invoice Service Summary View

This view provides a summary of charges associated to each service number on the invoice being viewed. To display, choose Service Summary from the View menu on the right.

Note

This view is not intended to reconcile to the entire invoice amount, as credits are not included in this view.

The left pane displays the total service-level charges on the invoice and the sub-totals for each service number.

Paging will occur if there are more than 15 services. A Search tool lets you look for a specific service number when there are a large number of services. Partial matches are supported.

Clicking on a specific service number in the left pane displays the sub-totals for that service number by invoice category in the right pane. Totals for usage, recurring charges, non-recurring charges, taxes (if available), and discounts are provided.

Clicking the Account Charges link on the left displays a breakdown of those charges on the right.

Tax Information

Tax amounts in this invoice view are accounted for at the service or account level dependent on how the environment is set up for tax rounding.

• If tax amounts are not rounded at the individual service level, then all taxes are accounted for as Account Charges in this view.

• If tax amounts are rounded at the individual service level, then taxes that are applicable to specific charges on a service are included in the total for each individual service.

  In either case, per line taxes are always included in the Account Charges amount. These are based on the number of services on the account, and not the specific charges on the service.

  To see how taxes are accounted for on this page, click the blue information icon (!) next to Total Service Level Charges. One of the following will be displayed:

• All tax amounts are included in the account charges section

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• Per line tax amounts are included in the account charges section

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  Note

  Invoices generated prior to being on 21.7 or higher will not have service-level tax information available for this page.

Comparing Service Summary Totals

Clicking the Compare option lets you compare the service summary totals on the current invoice with other invoices for the account.

You can select which invoices to compare using the bill period (month) drop down menus. Clicking on a specific service number will display a comparison of the invoice category amounts for that service number in the selected bill periods. Differences are presented on the invoice-level in the left pane, and by category in the right pane. You can exit the compare mode and return to the Service Summary by clicking Back to Service Summary in the upper right corner.