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Usage Billing Requirements
The following EngageIP Windows Services need to be running for usage billing operations to function:
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Usage Billing Methods
Usage billing prior to EngageIP 8.6.0 used one of two methods:
A synchronized usage billing approach where usage was billed at the same time that user-packages were billed via a bill run
A periodic usage billing approach where usage was billed on a set schedule (e.g. every 5 days, on the 15th of the month, etc.). An Account component called 'Usage Billing Type' dictated how frequently usage would be billed and a bill usage only bill run was used to bill usage on the set frequency
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The usage billing frequency component is shown on every account under the account components section. The usage billing frequency configuration is pulled from the usage invoicer's setup on the account. If an account is its own usage invoicer then the component will be editable, if an account is configured to have its usage invoiced to another account then the component will appear as read only (i.e. the component shown is actually the usage invoicers usage billing frequency component). By default the usage billing frequency component has a usage billing configuration of 'OnMyBillDay', resulting in usage billing occurring when packages are billed. Like the previous 'Usage Billing Type' component the usage billing frequency component can be modified to bill on a specific day or interval of days.
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To look up who the usage invoice is on an account click on Tools > Invoicer. For more information on invoicers see the Account Invoicer Configuration article.
To change the usage next date or recurring usage billing frequency on an account:
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For instructions on how to issue credits for usage (UDR Records) see the Managing Transactions article.
Troubleshooting
What happens if a bill run is run prematurely prior to close of UDRBiller period?
If a bill run occurs, it will bill out usage that exists for the UDRBiller period and close that udrbiller record. Any subsequent usage for the month will post to the new UDRBiller period. Example if billing is run Jan 15th for Feb 1 invoices, UDRBillers with period of of Feb 1 will close and bill. Any usage after January 15th will then go to March 1 udrbillers (period end) and bill out when March 1 occurs. Options here are to open the invoice and let billing proceed on the 1st of the month, or to void the invoice which will reset usage to be billed out again at the correct time.