DATE:
AUTHOR:
The DGIT Systems team
New Feature

New controls for managing unbilled charges

DATE:
AUTHOR: The DGIT Systems team

The Inomial team has added several new controls for managing unbilled charges. These include the ability to add unbilled charges manually, the ability to edit both manually added and automatically generated unbilled charges, plus new search and filtering options for the list of unbilled charges on an account's Unbilled page.

Adding and editing unbilled charges manually

We've added the ability to manually add, edit and delete unbilled charges in Inomial Operator. This can be done from the Unbilled page for an account. On this page, you can see a new "+ Add New" button which opens a model window as shown below.

From this window, you'll need to select an item code and enter a description for the new unbilled charge, and you can optionally choose associate the unbilled charge with a product and a subscription. You can also enter a rate and a quantity, as well as start and end dates for the charge.

Screen Shot 2022-01-20 at 12.19.43 am.png

Manually added unbilled charges can be edited by clicking anywhere in the row for the charge and then clicking the "Edit" button.

When you're editing a manually added unbilled charge, you'll see a note at the top of the window to indicate that the charge has been created manually. If a charge has been created manually, all fields can be edited.

Screen Shot 2022-01-20 at 12.20.55 am.png

Editing automatically generated unbilled charges

We've also added the ability to edit unbilled charges that have been automatically generated, such as monthly recurring charges for a subscription.

Automatically generated unbilled charges can't be edited as extensively as those that have been added manually – only the amount and quantity fields are editable.

Screen Shot 2022-01-20 at 2.49.45 am.png

Deleting unbilled charges

Both manually added and automatically generated unbilled charges can now be deleted by selecting the checkboxes on the left of each charge and clicking the new "Cancel Charge" button at the bottom of the page.

Screen Shot 2022-01-20 at 2.45.26 pm.png

New search and filtering options for unbilled charges

The Unbilled page for an account now has both search and filtering options for the list of unbilled charges. You can search by binding UUID, subscription USN, or description, and filter by invoice date.

Screen Shot 2022-01-20 at 3.20.50 am.png

Rollout of new features

These new controls for managing unbilled charges will be going live this week.

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