Unbilled Items

Updated: April 19, 2024

Go to: Account > Billing & Usage > Unbilled Items

When DIDs are purchased, they are not immediately charged. Instead, they are logged under the Unbilled Items page. The intent of this page is to ease the invoicing from multiple DID purchases throughout the days/weeks within a bill cycle. By logging new and existing DIDs on this page, DIDs are held on this page until the Autobill Threshold is met and charged or the monthly invoice is paid.

Un Billed = True

On the Unbilled Items page, there is an "Un Billed" column. This column provides a drop-down menu with "true" or "false" options. A newly purchased DID is unbilled=True when it has been successfully ordered, but not charged. During this time, there is no invoice number associated with the DID because it has not been charged or a monthly invoice has not been generated.

Un Billed = False

After a DID has been paid, either by the monthly bill or the "Auto Bill" threshold, the DID's status changes to unbilled=False, indicating it has been paid for, and is now part of the monthly recurring invoice.

Invoices

Invoices for DIDs are generated as a result of the monthly recurring invoicing or the Unbilled Items Auto Bill threshold being met and charged. In either case, there will be DID charges that one must become familiar with.

Go to: Account > Billing & Usage > Invoices and click View on an Invoice. The invoice has two columns: "Quantity" and "Billable Quantity". If applicable, the left side of the invoice will display any of the following: "DID," "DID Setup," "Toll Free Number," and/or "SMS-Enabled," and provide quantities for any of these rows. The quantities on these rows are links that take you to the Unbilled Items page with the invoice number pre-filtered for easy viewing of all DID charges.

DID & DID Setup Fees

When DIDs are purchased, a DID fee + DID Setup fee is charged the first month. After the first month, only the monthly recurring DID fee is invoiced and charged.

DIDs Purchased & Deleted Before Invoicing

*Ensure the right DID is purchased!

*If a DID is purchased, and deleted before an invoice is generated, the DID is still charged the first month's DID + DID Setup fee.

Search Filtering

Search. This can be used to search any alphanumeric characters from the "Description" column such as phone numbers, a user's first and last name, or purchase date in [year-month-day] format.

Feature. This picklist can be used to search based on selections from the "Feature" drop-down menu: DID, DID Setup Fee, Toll Free Number or Toll Free Number Setup Fee.

Invoice ID: When an invoice has been generated, the invoice ID number can be entered on the "Invoice ID" column to search for all DIDs and charges pertaining to that invoice.

Un Billed. "Un Billed" items are DIDs that have been successfully ordered, but have not been charged. Their status is unbilled=True. They're logged as "1st monthly recurring fee(s)," along with the date acquired.

DIDs that have been paid, either by the monthly bill or an auto bill threshold, their status changes to unbilled=False. They're logged as "monthly recurring fee(s)," along with the date acquired.

New Orders. Setting "New Orders" to True displays when DIDs were first ordered (DID + DID Setup). Setting New Orders to False displays all charges for the DID for 2+ months of fees.

Created On Rage. Custom date ranges can be used to searched previous orders.

Auto Bill. This refers to the automated process of maintaining an unbilled balance, invoicing and charging for successfully ordered DIDs. The current balance threshold is $50 per seat count before it is charged. For example, 1 agent seat = $50 threshold. 2 agent seats = $100 threshold, etc.

Balance. This displays unbilled item charges. Once the account's Auto Bill threshold has been reached, items are invoiced and charged to the card on file.

DID Free Units

Enterprise and Professional plans include DIDs in their subscription. It's important to note that between the purchasing and deleting of DIDs, it's possible to go over the allotted free unit count. As a result, a "Billable Quantity" on the invoice may display the number of DIDs that went over. Click "View Phone Number Charges Breakdown" to see the DIDs on the invoice.

For any other questions regarding Unbilled Items, speak with your sales or customer service representative.