Bill prepaid customers
This article walks you through the process of billing a prepaid customer. You are recommended to get familiar with bill runs and prepaid balance transactions before continuing.
Suppose you have configured the following prepayment charges and drawdown charges in your product catalog.
| Prepayment charge 1 | Prepayment charge 2 | Drawdown charge |
|---|---|---|
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Then you take the following actions and create bill runs to bill your prepaid customer and generate invoices.
| Date | Action | Result |
|---|---|---|
|
2022-01-01 |
Create a 12-month subscription including Prepayment Charge 1 and Drawdown Charge for a customer. |
Under the customer account:
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|
2022-01-01 |
Run a bill run with the target date of 2022-01-01 for this customer. |
One invoice item of $100 for Prepayment Charge 1. |
|
2022-10-01 |
Upload 9 usage records, each is 100 Minutes for this customer. |
All 9 usage records are “Processed”. Under the customer account:
|
|
2022-10-01 |
Run a bill run with the target date of 2022-10-01 for this customer. |
No invoice item. The customer doesn’t need to pay because those 900 Minutes are drawn from the 1000 Minutes prepaid. |
|
2022-11-01 |
Upload 1 usage record of 300 Minutes for this customer. |
The usage record is “Pending”. Under the customer account:
The prepaid balance is fully consumed. The remaining 200 Minutes (300 - (1000-900)) will be billed. |
|
2022-11-01 |
Run a bill run with the target date of 2022-11-01 for this customer. |
One invoice item of $200 for the remaining 200 Minutes. 200 Minutes * $1/Minute = $200 |
|
2022-11-01 |
The customer asks you to cancel the previous invoice and agrees to add Prepayment Charge 2 in the subscription. You make the amendments for your customer. |
Under the customer account:
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2022-11–01 |
Run a bill run with the target date of 2022-11-01 for this customer. |
The usage record changes from “Pending” to “Processed”. Under the customer account:
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