Overview

This article covers how to configure an invoice with call itemisation if the customer purchases telephony services. The call itemisation settings section of the invoice layout provides the ability to define how much (or how little) of the usage should be itemised on the invoice.

Invoices with more than 6000 usage lines will not render on a PDF.

Instead, summary invoices will be produced and the itemisation grid will instead display a default message in place of any itemisation.

There are too many individual usage items to list on this invoice.

If you wish to control what this message says, consider using the Excess Call Itemisation Message invoice design setting.

(warning) Every single telephony usage record is included in the 6000 usage line limit - including those calls whose tariff is one on the "exclusion list" as detailed below.

This applies only to usage records where the date that a usage cardline represents and that cardline is allocated to the invoice.

Emersion recommends to Service Providers who have customers with large invoices advise their customers to access and download their usage data via the End User Portal.


Admin > My Invoice Template > Invoice Layout > Call Itemisation

Tariffs that are added to the call itemisation list will be summarised in the Package Summary section of the invoice and will not be itemised.

You can think of this list as an exclude from itemisation list.

The tariff listed here is, by default, the MEDIATED TARIFF. That is, the tariff we have allocated to the individual usage record as received directly from the carrier.

During rating, if no rate can be found we continue looking "up the tariff tree" to find an appropriate rate. Once one is found, this is then called the RATED TARIFF and therefore may not be exactly the same as originally received from the carrier.

Be sure to double check the View Usage area under a service subscription (or click View Usage from Manage Invoice when viewing a usage cardline) to confirm the MEDIATED TARIFF ID for the usage you wish to exclude from itemisation.

If your invoice layout has the Rated Tariff Names design setting enabled, you will need to ensure the tariff you wish to exclude is the RATED TARIFF.


To add a tariff to the call itemisation list:

  1. Choose the Service Type Category from the list available.
  2. Select the tariff or tariff group from the list available.
  3. If another level of tariffs reside under the tariff group chosen above, you can select from this list to refine your selection further.

When you are happy with your selection, click the Add Itemisation button.

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