Invoices

Functional buttons and icons, presented in the section are as follows:

Buttons/Icon	Description
	Allows creating a new invoice in the system
	Allows exporting a list of invoices in a .csv file
	Allows managing the state for the selected invoices in the list
	Indicates normal state meaning that a respective invoice was paid in full. If the invoice is not fully paid, the icon will be grey
	Defines to verify state meaning that this invoice is waiting to be checked before it is sent to a client
	Defines to send state meaning that invoice is in sending queue
	Indicates outgoing invoice
	Indicates incoming invoice
	Allows downloading a respective invoice file in a .csv format
	Allows downloading an xDR file, if one is attached to invoice. If there are no attached xDR files, the icon will be grey
	Allows deleting a respective invoice from the list

Advanced Search

To filter data in the section, use the Advanced Search drop-down menu, which can be accessed by clicking a blue downward arrow  icon in the top right corner of the screen. 

Screenshot: Advanced Search drop-down menu

Creating a New Invoice

Invoices are created through the New Invoice button. When you click on it, a pop-up window shows up: 

Screenshot: Create Invoice window

Field	Description
Client/Reseller	Name of the client or reseller
Period	Define a period of statistics that will be included in an invoice
Type	Specify the type of invoice: outgoing or incoming
Currency	Select invoice currency from a drop-down menu
Invoice №	A number of an invoice. The number length can't exceed 200 symbols
State	Select the state for a new invoice: normal - use this state to indicate that an invoice is paid to send - use this state to indicate that an invoice is paid, but not verified yet to verify - use this state to indicate that an invoice is created, but has not been sent to a client yet
Invoice Date	Specify the actual invoicing date
Due (days)	Define a number of days when an invoice is expected to be paid
Included Charges	Select the type of charges for invoices: uncovered - all charges that are not included in any previous invoice;  covered - all charges already included in the previous invoice; pending - all pending charges. Please note, these charges don't include calls. Therefore, call charges will be added to any invoice regardless of the Included Charges settings. Tip It's not possible to include a charge twice with standard settings. To re-include an already used charge in the invoice, you need to combine uncovered + covered parameters in the Included Charges field.
Comments	Specify additional information if necessary
Action	Select one of two available actions:
	Generate new invoice	A new invoice will be generated, based on predefined templates in the Invoices Templates section. To select a target template, select it from the drop-down menu in the Template field.
	Attach existing invoice	If this option is selected, the following additional fields are displayed: Attach Invoice - allows the user to attach additional invoice; Attach xDR - allows attaching additional xDR file in a .csv format; Events Amount - indicate a total amount, charged for services (calls, SMS, data, etc.) traffic; Other Amount - indicate a total amount, charged for any other events (e.g., package fees).

Tip

All automatically created invoices will have to verify state. To send an invoice to a client, you will need to change the state to to send manually!

Mass Editing

To change invoices state easily, use the Mass Edit button. First of all, you need to select invoices, for which a state should be changed, then specify it from a drop-down list of all states, and click the Process button for applying the change. Also, using the following window, you may delete all marked invoices by clicking Delete all.

Screenshot: Mass Edit button

You can include specific charges by ID in the invoices (only for API). You can check the ID for extra charges and packages in the Transactions section. Then, you need to add the charges_list variable with respective values in the Parameters field of the API Testbed section:

Screenshot: API Testbed settings

Differences in totals

You may have noticed that while creating different reports, such as a Summary report, xDRs list, etc., and then generating an invoice, you can get different totals. Here is a little background on what makes those differences.

Due to the Included Calls (Attach xDRs list to the invoice settings) option in the Invoice Templates, you can create an invoice based on different types of calls: 

• All payable - includes calls with any duration that have non-zero costs and use packages;
• Non-zero payable - includes calls with a non-zero duration that have any cost and use packages. 
  

Therefore, invoice totals depend on the selected parameters and settings. For example, whether to include calls with any cost/duration/package or not. However, when you generate a report, the statistics are usually based on all calls. As a result, a difference between invoice and report totals appears; even though an invoice may have completely another totals vs report data. 

You may also need to know how totals are rounded and calculated in invoices. To get more information, follow this link or read about the general principals of rounding in JeraSoft Billing in this article. 

Besides, take note of currency settings: there you may specify the number of symbols that will be displayed in all reports with cost and rate values in the statistics.  Also, it will be shown in the invoices, except total values (totals always have 2 decimal places in invoices).

• Rates precision - the number of decimal places for rates formatting. 

• Details precision - the number of decimal places for detailed monetary values formatting.  This precision is used for all reports, except an xDR report. 

• Totals precision - the number of decimal places for total monetary values formatting.