Navigation Menu: Billing > Customer Invoices

TIP: To optimize platform functionality use Google Chrome.


Overview

Pre-requisite: The invoice/billing statement has been generated. Click this link for instructions:  How to Generate Customer Invoices/Billing Statements


By default, the Invoice displays in Draft status.  Invoices in Draft status are not visible to the customer from the Customer Marketplace (or end customer portal).  


Invoices in Open, Void and Closed statuses can be seen by the customer in the Customer Marketplace (or end customer portal) under the INVOICE menu option.


Features of the billing statement

  • Document ID - number assigned by the platform when you generate invoices
  • [Status] Identified in the top center of the document
  • Invoice Period - dates listed in the top center of the document under status
  • Currency Designation - located in the top right-hand corner.  From the drop-down list you can view the currencies, as applicable
  • Custom Fields (if configured in your account)
  • Download Options - depending on the cloud provider, you see various download file type options: PDF, CSV, Detailed CSV, and Print
  • Discard - deletes the document
  • Update Invoice Status - change the status of an invoice.
  • Expand and collapse sections by clicking the blue bar areas of the displayed document.


Note:  Once you change a status from DRAFT to OPEN, the draft status is no longer available.



Changing the status of an invoice upon invoice generation

When you first generate an invoice, it is in DRAFT status.


When you View the invoice, scroll down to the bottom to change the status.


From the drop-down menu select a status and then click UPDATE STATUS


The confirmation screen displays.

  • Click OK to confirm status change
  • Click Cancel to keep the status as draft
  • Toggle on the Send notification email to customer option to notify the customer you have posted the invoice to the end customer portal


Changing the status of an existing invoice

To update a status or view an Invoice/billing statement complete these steps:


1. From the BILLING menu, select Customer Invoices, or search for a specific Customer

2. With a Customer selected, double-click to open the Invoices table. 

3. Select a Date Range for the billing period   A list of the available invoices for the specified period display. You may see more than one.  Each cloud vendor has its own billing document. 


Click on the image to magnify

Figure 1 - View Customer Invoices Table (select date range or search)


4. Double-click on an invoice to view.

5. Click Update Invoice Status and select an option and click Update to apply the change

or DISCARD to delete the document


When changing the status on an existing document, the notification message default is ON.  You can uncheck if you do not want your client to receive an email communication.


Downloading an invoice

Depending on the cloud vendor, under the DOWNLOAD drop-down menu, you see a list of options.



Here are a couple of articles you may be interested in:


To submit a support request, from the platform, click the "?" icon in the upper right menu bar or click Submit a ticket in the Knowledge Base. Fill out all mandatory fields or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.