The post-billing report runs automatically after invoice production completes. It is emailed to billing users and is also available from the billing run.
You must confirm the post-billing report has been checked before sending bills.
Understanding the Report
Colour Coding
The report uses colour to highlight values that need attention:
- Green: Customer names are shown in green throughout the report.
- Light red: Invoice amounts that differ from recent months. Unpaid amounts over £5 from prior months.
- Dark red: Errors needing attention, such as accounts that could not be closed.
Anomaly Detection
In the Invoices Produced section, the platform compares each invoice against a rolling average of the three preceding months. A value is only flagged when the difference meets all three conditions:
- The difference exceeds the standard deviation of recent months
- The difference is at least £100
- The difference is at least 15% of the average
Small changes in either absolute or percentage terms are not flagged, so you only see genuinely unusual values highlighted.
Conditional Sections
Not every section appears in every report:
- Not Produced only appears when invoices were skipped.
- Final Bills only appears when final bill customers exist in the run.
- Unpaid Amount rows in Invoices Produced only appear when the payments module is active.
- The Invoice Summary PDF attachment can be disabled via platform settings.
Report Sections
Not Produced
Lists customers who did not receive an invoice in this billing run, along with the reason.
What to look for: Check that no customers were skipped unexpectedly. If a customer appears here with “Invoice would be too low”, confirm that the threshold is set correctly on their account. Customers with “Invoice would be empty” had no charges at all for the period.
The three possible reasons are:
- Invoice would be empty: No charges existed for this customer. The Amount and Threshold columns are blank.
- Invoice would be too low: The total invoice amount fell below the customer’s threshold.
- Call charges would be too low: The call charges portion fell below the customer’s threshold, even though other charges may exist.
| Customer | Details | Amount | Threshold |
|---|---|---|---|
| AB001 Oakwood Trading | Invoice would be empty | ||
| AB002 Birchfield Services | Invoice would be too low | £3.20 | £5.00 |
| AB003 Cedarpoint Ltd | Call charges would be too low | £1.80 | £10.00 |
Final Bills
Shows customers going through the final bill process in this billing run. Each customer’s status tells you whether the account has been closed or still has outstanding charges.
What to look for: Pay close attention to any entries in dark red. These indicate the platform tried to close an account but could not, usually because the ex-customer status has not been configured. Entries in light red mean the customer still has a balance, so the account stays open until payment clears.
The three possible statuses are:
- Account finalised: Invoice not created, account closed: The customer’s balance has cleared and the platform closed the account automatically. No further action needed.
- Account finalised: Invoice not created, could not close account (dark red): The balance has cleared but the platform could not transition the account to ex-customer status. An administrator needs to configure the next status.
- Account still active (light red): The customer still has outstanding charges. A final invoice was produced in this run and the account stays open until payment is received.
| Customer | Details |
|---|---|
| AB001 Oakwood Trading | Account finalised: Invoice not created, account closed |
| AB002 Birchfield Services | Account finalised: Invoice not created, could not close account |
| AB003 Cedarpoint Ltd | Account still active |
Invoices Produced
Shows every invoice generated in this billing run alongside historical amounts, making it easy to spot unusual changes. Each customer has an Invoice Amount row showing the current and previous months. When the payments module is active, an Unpaid Amount row also appears.
What to look for: Focus on values highlighted in light red. These invoices differ significantly from the customer’s recent average. Check whether the change is expected (e.g. a new service was added) or needs investigating. Unpaid amounts over £5 from prior months are also highlighted.
The actual report shows six months of history. This example shows three for brevity.
| Customer | This Run | Jan 2026 | Dec 2025 | Nov 2025 | |
|---|---|---|---|---|---|
| AB001 Oakwood Trading | Invoice Amount | £1,240.00 | £820.50 | £845.00 | £830.00 |
| Unpaid Amount | £0.00 | £0.00 | £0.00 | ||
| AB002 Birchfield Services | Invoice Amount | £460.20 | £455.00 | £470.80 | £448.50 |
| Unpaid Amount | £12.40 | £0.00 | £0.00 | ||
| AB003 Cedarpoint Ltd | Invoice Amount | £2,180.00 | £1,120.00 | £1,085.00 | £1,150.00 |
| Unpaid Amount | £0.00 | £0.00 | £0.00 |
In this example, AB001 and AB003 would likely be highlighted in light red because their current invoices are substantially higher than their recent averages. AB002’s unpaid amount of £12.40 for January would also be highlighted.
Invoice Summary
A PDF file attached to the post-billing report email. It contains a condensed summary page for each invoice, rendered using the customer’s bill design template.
What to look for: Use the summary PDF to quickly review all invoices before sending them out. Each page gives you a condensed view of one invoice, so you can scan for obvious errors without opening individual bills.
Key details:
- The file is named after the billing run, e.g. “January 2026 Main Billing Run Summary.pdf”.
- Each invoice gets a summary page using the customer’s own bill template.
- Customers using the legacy bill style are excluded from the summary.
- The summary can be disabled via platform settings.
- An optional duplex printing mode inserts blank pages so each invoice starts on a right-hand page.
Next Steps
Once you’ve reviewed and confirmed the post-billing report:
- Email bills to customers.
- Run payment collections if needed.
The billing run progress panel tracks each of these steps.