Retrieve: Billing Preview Run

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Retrieve: Billing Preview Run

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The billing preview run task asynchronously generates a downloadable CSV file containing a preview of invoice item data for a batch of customer accounts. Use this task to calculate how much a batch of customers will be invoiced from the most recent invoice date to a target date in the future. 

Additionally, you can use the billing preview task to access the real-time usage data of an individual customer account. 

task_bill_preview_run.png

Task Settings

  • Assume Renewal - Select the renewal model to be used in the preview run. 
    • All - The preview will be run based on the assumption that all subscriptions will renew when they expire.
    • None - The preview will be run based on the assumption that no subscriptions will renew when they expire.
    • Autorenew - The preview will be run based on the assumption that only subscriptions that are set to renew automatically will renew.
  • Batch - Select the batch of customer accounts for the billing preview run.
  • Charge Type to Exclude - Select the charge types that you want to filter out in the preview run. Note that you can select multiple charge types. 
  • Target Date - Select the target date for the preview run. 
  • Include Evergreen - Select whether to include evergreen subscriptions in the preview run.
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