Invoice Usage Reports
An invoice usage report profile decides what usage detail a customer gets alongside their invoice. Some customers want a one-line summary. Others want every call listed. Profiles let you match the level of detail to each customer’s needs.
Overview
Section titled “Overview”When the platform produces an invoice, it can attach a usage report. The profile controls what that report contains:
- Which report types appear (customer, site, campaign and number level)
- Which columns show on those reports (transaction details and call details)
You set up as many profiles as you need, then apply the right one to each customer or invoice. Smaller customers might get a simple customer summary, while larger organisations get a full per-number breakdown with every call column.
Where Profiles Are Used
Section titled “Where Profiles Are Used”- Customers and invoices point to a profile through the Invoice Usage Report setting. See Invoices.
- A profile can be restricted to a single Customer or to one or more Customer Groups, so it only appears where it should.
Key Fields
Section titled “Key Fields”Invoice Usage Report Customer Profile Name
Section titled “Invoice Usage Report Customer Profile Name”This section defines the basic identification and scope settings for the invoice usage report profile, including the profile name, description, availability settings, and which customers or customer groups this profile applies to.
| Field | Description |
|---|---|
| Invoice Usage Report Profile Name | Descriptive name for this invoice usage report profile |
| Description | Optional detailed description of what this profile includes and when it should be used |
| Availability | The availability of this invoice usage report profile |
| Customer | Specific customer this profile is restricted to (leave blank for general use) |
| Customer Groups | Customer groups who can use this profile |
Usage Report Contents
Section titled “Usage Report Contents”This section controls what types of usage reports are included in the customer invoice, such as customer summaries, site breakdowns, campaign analysis, and number-specific reports.
| Field | Description |
|---|---|
| Customer Usage Reports | Customer-level usage reports to include in invoices |
| Site Usage Reports | Site-level usage reports to include in invoices |
| Campaign Usage Reports | Campaign-level usage reports to include in invoices |
| Number Usage Reports | Number-level usage reports to include in invoices |
Include Columns
Section titled “Include Columns”This section determines which detailed columns are included in the usage reports, allowing customisation of transaction details and call information displayed to customers.
| Field | Description |
|---|---|
| Include Transaction Columns | Transaction detail columns to include in usage reports |
| Include Call Columns | Call detail columns to include in usage reports |
A few fields are worth explaining:
- Availability works like other configuration lists. Historic profiles are hidden from everyday selection but stay linked to the invoices that used them, so you can retire one without losing its history. Historic items are only visible at the Standard expert level or above.
- Customer and Customer Groups restrict who can use the profile. Leave both blank for a general profile available to everyone.
- Customer / Site / Campaign / Number Usage Reports choose the report types included. Pick the levels that make sense for the customer.
- Include Transaction Columns and Include Call Columns fine-tune the detail shown in each report.
Managing Invoice Usage Report Profiles
Section titled “Managing Invoice Usage Report Profiles”Adding a Profile
Section titled “Adding a Profile”- Open the Invoice Usage Report Profiles list.
- Click “Add Invoice Usage Report Profile”.
- Give the profile a clear name and description.
- Choose the report types and columns to include.
- Restrict it to a customer or customer groups if needed.
- Save.
Applying a Profile
Section titled “Applying a Profile”Set the Invoice Usage Report on a customer so their invoices use it by default, or choose a profile on an individual invoice. New invoices then carry the selected usage report.
Retiring a Profile
Section titled “Retiring a Profile”Set the profile’s availability to Historic rather than deleting it. Invoices that used the profile keep their link, so your records stay intact.
Access
Section titled “Access”- Permission: Users need the Invoice Usage Report Profiles permission to view or edit profiles.
- Historic profiles: Only visible at the Standard expert level or above.
Related
Section titled “Related”- Invoices: where a profile is applied and the usage report is attached.
- Customers: set a customer’s default usage report profile.
- Call Management: how call detail is recorded before it appears on a report.
Want to give every customer exactly the level of call detail they ask for? see how SAFE Billing Platform tailors usage reporting