Billing
The Billing section covers the money-and-paper work that happens every day: resending an invoice, taking a payment, setting up a mandate, answering “why is this call 40p?”, and getting a credit approved.
Invoice creation, billing runs and tariff configuration stay in the billing backend. Everything you do between billing runs happens here.
In This Section
Section titled “In This Section”- Invoices - the seven working views, invoice actions, the charge breakdown and per-call rating evidence
- Payments - payments and collection attempts, collection actions, recording a payment and a promise
- Payment methods - mandates, stored cards, the no-auto-collection worklist and telephone card payments
- Credit requests - raising and approving credits, goodwill gestures and refunds, and billing disputes
Billing Home
Section titled “Billing Home”Billing Home shows invoices, collections and billing activity at a glance.
Cards: unsent invoices and what they are worth, undelivered invoices, unpaid invoices, failed Direct Debits and failed card payments over the last 30 days.
Queues: failed Direct Debits, failed card payments with their decline reasons, invoice delivery failures, undelivered invoices, recently raised invoices, cards expiring soon and mandates stuck pending.
There is no Showing picker here. Billing has no ownership concept, so the section is always team-wide within the accounts you can reach.
Two words that catch people out
Section titled “Two words that catch people out”Unsent means an invoice that has no invoice number yet - the customer’s open or next bill. It is not a delivery state.
Delivered is not the same as received. The delivered flag is set when the invoice email is sent, so a bounced invoice email still counts as delivered. That is exactly why there is a separate Delivery failures view, which catches emails that came back.
Answering billing queries by digging through raw call records? see how SAFE CRM explains every charge from the invoice itself