How can I see details of my Outgoing Billings?

Introduction

This article guides users through the Outgoing Billings process, which streamlines invoice management from Seller to Customer. It covers key features including navigating from the Outgoing Billings grid to the Billings Collection and Billings Details pages, filtering and changing invoice statuses, downloading reconciliation data, and reviewing detailed billing information.

In this article:

• Understanding Outgoing Billings
• Accessing the Outgoing Billings Collection
• Outgoing billings Collection
• Outgoing Billings Details
• Invoice Status Change via API

Understanding Outgoing Billings

Outgoing Billings are invoices to be sent from the Seller to the Customer. These are generated automatically once all Vendor invoices to Sellers are generated by the Platform and verified by the Platform.

Accessing the Outgoing Billings Collection

By clicking on:

• Invoice Number

  

• or Action eye icon

  

in the Outgoing Billings grid, you will access the Outgoing Billings Collection with all the information about all invoices that should be sent to a given customer.

The main interface displays a comprehensive list of Outgoing billings with essential details including invoice numbers, invoice receivers, dates, amounts, and status information.

From the Outgoing Billings Collection, clicking on the Invoice number of a given line takes you further into the Outgoing Billings Details page, which shows the individual invoice lines per subscription for that invoice.

Outgoing billings collection 

Outgoing billings collection grid

The Outgoing billings collection grid displays all outgoing billings associated with the selected Invoice.

The grid organizes information across the following columns:

• Invoice Status - Shows the current status of the invoice
• Invoice Receiver - Identifies the entity receiving the invoice
• Tax Invoice - Indicates tax invoice information
• Invoice Number - Displays the unique identifier for each invoice
• Total Charges - Lists the total charges associated with the billing
• Currency - Indicates the currency used for the transaction (e.g., USD)
• Receiver Status - Shows the status of the receiver
• Source - Identifies the source of the billing
• Receiver ERP ID - Displays the receiver's ERP system identifier
• Receiver VAT Number - Shows the VAT number of the receiver
• Contract Number - Displays the contract number reference
• Contract Reference Number - Shows the contract reference identifier
• Reference Contact Person - Identifies the contact person for reference
• Billing Address - Shows the billing address information
• Comments - Space for additional notes or comments
• Invoice Reference ID - Displays the invoice reference identifier
• Invoice Code Id - Shows the invoice code identifier
• External Code ID - Customer's external invoice identifier from their accounting/ERP system. May differ from the Platform-generated invoice number and is provided for tracking and matching purposes.
  
• Payment Terms - Indicates the payment terms for the invoice
• Order Number - Displays the associated order number
• Invoice Provider ID - Identifier for the invoice provider
• Billing date - Date when the invoice was generated in the Platform
• Vendor Invoice Date - Date of the corresponding invoice issued by the Vendor

• Actions - Provides available actions for the billing entry. This column is always pinned as the last column and remains visible while scrolling. Click the eye icon to view the invoice details.
   

  

Searching and Filtering the Outgoing Billings Collection grid

You can filter the grid directly by column. Filters are available on the Payment Terms, Contract Type, and Billing Date columns, letting you narrow down the invoice list based on these criteria.

At the top of the Outgoing Billings Collection page, you have the following options:

• Search - a text field that lets you quickly find a specific invoice line by keyword (e.g., invoice number, receiver name, or other visible column values).

  

• Columns - opens a multiselection list where you can choose which columns are displayed on the page. A counter next to the button (e.g., "19/25") shows how many columns are currently visible out of the total available.

  

  

• Clear Filters - resets all active column filters and search terms, restoring the grid to its default view.

  

Export feature

Click the Export icon (arrow pointing down) at the top of the page to export the grid data. Clicking it opens a dropdown with two options:

• Export as CSV - exports the grid data as a CSV file.
• Export as Excel - exports the grid data as an Excel file.

The export starts immediately after selecting one of the options.

Download Recon Data

Click Download Recon Data for the selected invoice to choose between two options:

• Download Recon Data - downloads the standard reconciliation data
• Download Recon Data with details - downloads the reconciliation data with additional detail

More detailed information can be found in the article "How to Get Full Reconciliation Data?".

Change Invoice Status

Use the Change Invoice Status button to update the status of one or more selected invoices. The button offers the following sub-options:

• Change to New status
• Change to Verified status
• Change to Issued status
• Change to Paid status

When you select Change to Verified status, a confirmation window opens with the following information:

• Header: "Update Invoice Status"
• Sub-header: "Change status to 'Verified'."
• Selection Summary section, showing:
  • A tile with the number of selected invoices
  • A tile with the total number of invoices available for this currency, vendor invoice contract, and date
  • A checkbox: "Include all available invoices"
• Invoice Visibility Settings section (available on Disti platforms only), where you can choose between:
  • Sellers and Seller Customers - makes verified invoices visible to both your sellers and their customers, providing full transparency across all tiers (Sellers: full access and management; Seller Customers: view and download access)
  • Sellers Only - restricts visibility to sellers only; seller customers will not have access to these invoices (Sellers: full access and management; Seller Customers: no access)
• An Important notice: "Invoice status change cannot be undone. Notifications will be sent to all applicable parties based on your selection."
• Cancel or Confirm options

When you select Change to New, Issued, or Paid status, you are presented with the same information, except the Invoice Visibility Settings section is not shown.

Outgoing Billings Details

Viewing Detailed Billing Information

Clicking the Invoice Number in the Outgoing Billings Collection grid takes you to the Outgoing Billings Details page.

This view shows separate invoice lines per subscription from the given invoice.

Outgoing Billing details grid

• Start and end charge date - The billing period covered by each line item
• Charge type - The type of charge applied (subscription, usage, etc.)
• Currency - The currency used for billing
• Customer unit price - The price per unit charged to the customer
• Customer total price - The total amount for each line item
• Retail price source - The source of the retail pricing
• Retail price markup - Any markup applied to retail prices
• Customer markup - Markup specific to the customer
• Price markup start date - When the markup pricing became effective
• Invoice provider ID - Identifier for the invoice provider
• Invoice receiver ID - Identifier for the invoice recipient

Summary vs. Detailed view

Next to the page title, you can switch between two view modes: Summary and Detailed. 

The Detailed view includes two additional columns:

• Meter info - metering information related to the charge
• Vendor details - details about the vendor associated with the charge

Search, Export, Columns, and Clear Filters

At the top of the page, you have the following options:

• Search - a text field that lets you search by charge type, offer name, or subscription.
• Export - clicking the export icon opens a dropdown with two options: Export as CSV and Export as Excel. The export starts immediately after selecting one of the options.
• Columns - opens a multiselection list where you can choose which columns are displayed on the page. A counter next to the button (e.g., "31/38") shows how many columns are currently visible out of the total available.
• Clear Filters - resets all active column filters and search terms, restoring the grid to its default view.

Total for selected lines

On the right side of the page, above the grid, a Total (selected) summary displays the combined amount (currency and value) of the currently selected line items.

Invoice Status Change via API

It is possible to verify invoices in parts, where no corrections are necessary or all corrections have been added. This helps to avoid delaying the entire invoice if you find issues with its specific part. Once an invoice is moved to verified status, it will become accessible to the partners and customers.

You can change invoice statuses via API between the following statuses: Verified, Issued, and Paid Card Payment Error.

Status Change Rules:

• The invoice in New status can be moved to status Verified with parameter Inherit full chain
• The invoice in Verified status can be changed via API to Paid
• From Paid, the status can then be updated to Issued
• Users cannot revert an invoice status to New, New Corrected, or Draft

Summary

The Outgoing Billings feature provides comprehensive invoice management capabilities for Sellers, enabling efficient tracking and processing of customer invoices. Key functionalities include navigating from the Outgoing Billings grid into the Billings Collection and Billings Details pages, filtering by Payment Terms, Contract Type, and Billing Date, downloading reconciliation data, managing invoice statuses through both the UI and API, accessing granular billing information, and customizing data views through export and column selection options. The system's automated generation and verification processes ensure accuracy while providing the flexibility needed for complex billing scenarios.