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Report on billings

We bill for the month on the first of the month. I'd like to run a report for June 1 to see what the billings will be. How do I do this?






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Re: Report on billings

You can run a simple report to get this information. Using the RATE PLAN CHARGE data source, you can filter those Rate Plan Charges that have a "Charged Through Date" less than June 1st, meaning that they are due to be bill/invoiced again.

 

Use the screenshot below as a starting point for your report. You can add/remove fields and filters as you see fit, but i would start with this as your guide.

 

For more information please check out our Knowledge Center article regarding Create a Summary Report.

 

Additionally, if you prefer using API calls, we have a feature called Billing Preview. Billing Preview call allows you to generate a preview of future invoice items for one or more customer accounts. Use BillingPreview call to calculate how much a single customer or group of customers will be invoiced from the most recent invoice to a specific end of term date in the future. For more information on this, please visit the following link: https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E_SOAP_API_Calls/BillingPreview_call






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Support SME

Re: Report on billings

You can run a simple report to get this information. Using the RATE PLAN CHARGE data source, you can filter those Rate Plan Charges that have a "Charged Through Date" less than June 1st, meaning that they are due to be bill/invoiced again.

 

Use the screenshot below as a starting point for your report. You can add/remove fields and filters as you see fit, but i would start with this as your guide.

 

For more information please check out our Knowledge Center article regarding Create a Summary Report.

 

Additionally, if you prefer using API calls, we have a feature called Billing Preview. Billing Preview call allows you to generate a preview of future invoice items for one or more customer accounts. Use BillingPreview call to calculate how much a single customer or group of customers will be invoiced from the most recent invoice to a specific end of term date in the future. For more information on this, please visit the following link: https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E_SOAP_API_Calls/BillingPreview_call






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Re: Report on billings

What value field would you use to generate the "amount" to be invoiced?