Incoming Billings in Customer view vs. Outgoing Billings in Seller view

Introduction

This article explains the differences between Incoming Billings displayed in Customer View and Outgoing Billings shown in Seller View. It describes how invoices are organized differently for Sellers and Customers, highlighting the visibility and detail levels accessible in each view. Understanding these distinctions helps both sellers and customers navigate their billing interfaces effectively.

In this article:

• Understanding Outgoing Billings in Seller View
• Understanding Incoming Billings in Customer View
• Key Differences Between the Views

Understanding Outgoing Billings in Seller View

In the Seller View,

navigate to Invoices → Billings

Select the Outgoing tab.

This section displays all customer invoices consolidated in one collection, providing sellers with a comprehensive overview of billing activities.

From this view, sellers can access detailed information about each invoice, including:

• Invoice status and summary
• Invoice number and contract details
• Type and source information
• Billing dates
• Invoice amounts and currency
• Vendor information
• Invoice reference numbers

The Outgoing Billings collection allows sellers to manage and monitor all invoices issued to their customers from a centralized location. Sellers can view complete billing details.

Understanding Incoming Billings in Customer View

In the Customer View,

navigate to Invoices → Billings

Select the Incoming tab.

This section displays invoices issued specifically to that customer, separated from the seller's general invoice collection.

The platform generates a new, customer-specific invoice based on the information from the seller's invoice collection.

Customers can view:

• Invoice status
• Invoice ID and tax invoice numbers
• Invoice number
• Contract names
• Billing dates
• Invoice amounts and currency
• Summary information
• Invoice reference numbers

Within the Incoming Billings details page, customers can access:

• Customer names associated with the invoice
• Contract names
• Subscription status
• Subscription names and dates (start date, end date)
• Charge dates (start date, end date)
• Charge types

Key Differences Between the Views

The primary differences between Seller View and Customer View include:

• Invoice organization: Sellers see all customer invoices in one collection, while customers see only their specific invoices
• Detail level: Sellers have access to complete billing information including markup percentages, while customers see limited details appropriate for their needs
• Information visibility: Sensitive pricing information such as markup percentages remains hidden from customers to protect business relationships
• Interface design: Each view is tailored to the specific needs and permissions of sellers versus customers

Summary

The article clarifies how Outgoing Billings in Seller View differ from Incoming Billings in Customer View. Sellers access consolidated invoice collections with full details, while Customers view only their specific invoices with limited details. This separation ensures appropriate information visibility while maintaining efficient billing management for both parties.

Related content

• Navigating the Invoices
• Invoice Statuses