Invoice - CDR
The CDR Invoice module allows you to generate Invoices in Bulk for one or more customers by date range. It is very typical to generate Bulk Invoices on a monthly basis once all the CDR files for that particular month have been processed, assuming you Invoice your customers monthly. In the event that you Invoice your customers on a non-monthly cycle (weekly, daily, etc) the CDR Invoice module allows you to select the date range for the Bulk Invoices allowing you to choose any Bulk Invoice generation cycle you require.
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Before generating Bulk Invoices it is very important to check that all your customers have the correct Auth Codes, Rate Table, Account Plan and Tax Category. If you make any changes to any of the above settings on a customer account, you must reprocess the CDR file before using the CDR Invoice module to Generate Bulk Invoices.
To generate Bulk Invoices please follow the steps below:
- From the main menu click the [CDR Invoice] menu button to open the [Generate CDR Invoice] module
Enter the information required for generating the Bulk Invoice as follows:
Invoice Date The effective date of the Invoice. This date will appear on the Invoices as the "Invoice Date". Invoice Start Date The starting date for CDR records including in these Invoices. NOTE: If you have defined Recurring Charges it is important to note that the [Invoice Start Date] and the [Invoice End Date] must be of the same year and month for Recurring Charges to be included in Invoices. Invoice End Date The ending date for CDR records including in these Invoices. NOTE: If you have defined Recurring Charges it is important to note that the [Invoice Start Date] and the [Invoice End Date] must be of the same yeas and month for Recurring Charges to be included in Invoices. Generate Invoice for only a select number of customers Whether or not to generate Invoices for all customers or only a select number of customers. Select Customer(s) The customer(s) for which Invoices are to be generated if [Generate Invoices for only select number of customers] is set to YES. INFO
If the [Generate Invoices for only select number of customers] is set to YES CDR2Cloud will generate an Invoice for every customer even if the customer has no calls for that period. Customers that had no call data for that period will receive an "Empty" Invoice. To skip (ignore) customers that had no calls for that period set the [Account Settings] > [Invoice] > [Generate Invoice No CDR] option to NO. For more information on Account Settings please see the Account Settings topic.
- Click the [Generate CDR Invoice(s)] button to generate the Bulk Invoices
- Review and the Generate CDR Invoice(s) message and click the [Generate!] button to generate the Bulk Invoices
On completion of the Bulk Invoice Generation process click on the [List Invoices] button to display the generated Invoices.
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For more information on Invoices please see the Invoices topic.