A carrier transaction records a non-call charge from one of your carriers. This covers line rentals, installation fees, feature charges and other fixed costs. Each transaction can be linked to a specific customer, number or feature so it appears on the correct invoice.
Carrier transactions are typically imported from fixed fee files provided by your carriers. You can also create them manually.
Key Features
- Track wholesale costs for line rentals, installations and other fixed charges
- Link charges to customers, numbers or features for accurate billing
- Import transactions automatically from carrier files
- Record suggested retail values for margin tracking
Field Reference
Carrier Details
Carrier
The carrier that generated this transaction.
Carrier Product
The product code or identifier from the carrier. Maximum 65 characters.
Carrier Description
The carrier’s description of the service or charge. Maximum 95 characters.
Carrier Reference
The carrier’s internal reference number for this transaction. Maximum 65 characters.
Carrier Status
The status of this transaction as reported by the carrier. Maximum 65 characters.
Customer Reference
A customer reference provided by the carrier. Maximum 65 characters.
Number Reference
The number or service identifier from the carrier. Maximum 65 characters.
Subaccount
The carrier subaccount or division for this transaction. Maximum 65 characters.
Attachment Details
These fields control which customer, number or feature this transaction is billed against. The dropdowns cascade: selecting a customer filters the number list, and selecting a number filters the feature list.
Customer
The customer this transaction should be billed to.
Number
The number this transaction relates to.
Feature
The feature this transaction should be allocated to.
Date Details
Carrier Transaction Date
The date the transaction occurred according to the carrier. Required.
Carrier Transaction Bill Date
The date the carrier billed for this transaction.
Carrier Transaction Start Date
The start date of the service period this transaction covers.
Carrier Transaction End Date
The end date of the service period this transaction covers.
Charge Details
Transaction Type
The internal transaction type for billing classification.
Carrier Transaction Value
The cost charged by the carrier for this transaction, in pounds (£). Shown to three decimal places.
Carrier Feature Count
The number of features or units this transaction covers.
Suggested Retail Value
The suggested retail price for this transaction, in pounds (£). Shown to three decimal places. Only available when the suggested retail module is enabled.
Source Details
These fields are read-only and show how the transaction was imported.
Fixed Fee File
The file this transaction was imported from.
Line Number
The line number within the import file.
Allocated
How this transaction was allocated to a customer, number or feature (for example, automatically by reference matching or manually).
Linked Transaction
Transaction ID
Read-only. The internal transaction record created from this carrier transaction. Click the link to view the transaction details.
How Carrier Transactions Become Invoice Charges
Carrier transactions follow this path from file import to the customer’s invoice:
- File imported — a fixed fee file arrives from your carrier (by FTP, email or upload). See Supply Files.
- Carrier transactions created — the platform parses the file and creates a carrier transaction for each line
- Matched to a feature — each carrier transaction is matched to a customer, number or feature using the references in the file (number reference, customer reference, etc.). Unmatched transactions can be allocated manually.
- Fixed fee tariff applied — the platform looks up a fixed fee tariff to calculate the retail price. If a wholesale tariff is configured, it also records the carrier cost. The tariff is found through the standard lookup chain: feature → standard feature → number → service → customer.
- Billing transaction created — during the billing run, the platform creates a billing transaction on the customer’s invoice, with the values calculated by the tariff
The carrier transaction’s Transaction ID field links to the resulting billing transaction, so you can trace any invoice charge back to the original carrier file.
See Non-Usage Charges for how carrier-generated charges fit alongside one-off, recurring and manual charges.