Navigating to the service file details screen
There are two ways of reaching the call details screen which is used to analyse and process your call charges, either after you have uploaded a service file into Billingbooth or from the uploaded calls listings page as detailed below:
- Click the Upload Services link in the left-hand navigation menu and then find the uploaded calls you wish to anaylse/process in the service files listings.
- Once you've found the service file, click its respective Details button located within the Actions column.
Service files details screen overview
The Service File Details screen shows you a variety of information, such as:
Total service charges
A count of all the service charges within the service file you've uploaded.
Calls without matching products
A count of all charges that couldn't be matched against products via their service code.
Calls without matching customers
A count of all charges that couldn't be matched against the CLIs you have assigned to your customers within Billingbooth.
Status
The status of the service charges associated to this service file.
File
The service filename associated to these charge details.
Summary
Giving you the total amount of valid charges (charges matched to products and customers), the total cost of the charges to you and the total margin percentage for the charges.
Charge Listings
A list of every charge within the service file, including customer the CLI has been matched to, product the service code has been matched to and the status of the charge.
Services details workflow
- Check that all your charges are matched against customers, some common causes of charges not being matched against customers are:
- The CLI of the charges has not been associated to one of your customers.
- The service file has corrupted data, this commonly occurs when the file has been opened and saved within Excel, which, by default, strips out leading zeroes from all numerical data.
- (Optional) If you had to amend your customer CLIs, click the Analyse button to get Billingbooth to check through the service file again. If you had to update the service file, it's best to delete this service file upload and start the process again.
- Check that all your charges are matched against products, some common causes of charges not being matched against products are:
- The product you have created doesn't have a service code.
- The service file has corrupted data, this commonly occurs when the file has been opened and saved within Excel, which, by default, strips out leading zeroes from all numerical data.
- (Optional) If you had to amend your products, click the Analyse button to get Billingbooth to check through the service file again. If you had to update the service file, it's best to delete this service file upload and start the process again.
- Once everything is matched you can click the Process button to assign the service charges against the matched customers.
