Customer Invoice Report
Overview
This page is to view the Invoice Reports which are generated for the particular Customer. The Invoices generated for the Customer are listed in this page with the Invoice Amount & Date of Invoice. You can view the particular Invoice Report by clicking the 'View' action for the particular Invoice.
Generate Invoice
Generate Invoice - Invoice can be generated for specified dates and Emailed to the customer. Enter the following details: From Date - Date from which the invoice is to be generated. To Date - Date to which the invoice is to be generated. -
Invoice using this plan - The invoice plan which is used to generate invoice report.
By default, it shows the plan selected in the “Invoice Configuration” page. A new plan can be selected as well.
Also Email this report to - Enabling the checkbox will send the generated invoice to the recipient(s) of the customer. By default, it shows the email ids configured in the “Invoice Configuration” page.
While configuring ‘Generate Invoice’ the user should make a note of the following:
‘To Date’ should not be the current date or future date. You cannot generate invoice for a period of more than one year. ‘To Date’ should always be greater than ‘From Date’
Invoice Report Fields
Billing Date - This column denotes the date at which Invoice is generated. Plan Name - Invoice plan selected by the customer. Billing Period - The days (period) on which the invoice is based. Invoice Amount - The invoice amount for the generated invoice. Currency - The currency of the invoice amount. View - This action is used to view the Invoice Report.
Invoice Reports
Billing Date - This date denotes the date at which the Invoice Report is generated. Billing Period - The billing period is the days for which Invoice is calculated. Customer Name - The name of the Customer for whom Invoice is generated. Email - Email address of the Customer. -
Customer Utilization Details
Average Used Space [During billing period] - This is the Customer's average used space which is calculated for the Invoice generation. StoreGrid stores the used space of the Customer each day. During the Invoice generation, average used space for the Customer is calculated based on the Invoice frequency. For example, if the frequency is 'Monthly', average used space for the Customer is calculated for the 30/31 days and the Invoice Amount is calculated for this weighted average based on the slab details specified in the plan. Current Used Space (as of billing date) - This is the disk space used in the backup server by the customer at the time of invoice generation. This is for information purpose only. Total No. of Installations - This is the number of clients under the Customer for which Invoices are calculated. The client name and their used spaces are shown. Currency - The currency of the Invoice Amount. Total Invoice Value - The Invoice Amount calculated for the Customer. Prorating is applied to customers who start backing up in the middle of a month. The Invoice Amount is calculated on the basis of the number of days the customer has been backing up during the partial month.
Client Utilization Details - Lists the different clients backing up under this customer and their current used disk space (as of billing date).
You can manually email the current Invoice Report to the recipients, by the link "Email this report"'.
Troubleshooting Tips
Limitations
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