Charges report

To create the charges report, which includes charges (see Charges) that were created for an account during the selected period:

1. Go to Reports (see Navigation). The Sales Reports page is displayed.

2. In the Charges Report group, set the period of the report using the From Date and To Date fields.
   
   
   
   

3. Click Download Charges. The report will be sent to your email in the MS Excel format.

The charges report includes the following information: 

• Charge ID — the unique identification number of the charge.

• Charge create date — the time and date of charge creation.

• Charge close date — the time and date of charge closing.

• Billing period start date — the start date of the billing period, which is covered by the charge.

• Billing period end date — the end date of the billing period, which is covered by the charge.

• Type — the type of charge (monthly, setup fee, etc.).

• Account ID — the unique identification number of the account (see Managing accounts), to which the charge relates.

• Account Name — a name of the account, to which the charge relates.

• Account Class ID — the unique identification number of the account class (see Account classes).

• Account Class Name — the name of the account class.

• Order Type — one of the types of order, to which the charge relates.

• Subscription ID — the unique identification number of the subscription (see Managing subscriptions), to which the charge relates.

• Subscription Name — the name of the subscription.

• Manager ID — the unique identification number of the manager (see Staff management), to which the account relates.

• Manager — the name of the manager, to which the customer relates.

• Plan ID — the unique identification number of the plan (see Managing plans), to which the charge relates.

• Plan — the name of the plan, to which the charge relates.

• Plan Category ID — the unique identification number of the plan category (see Managing plan categories), to which the charge relates.

• Plan Category — the name of the plan category, to which the charge relates.

• Plan Category Key — the key of the plan category, to which the charge relates. 

• Resource ID — the unique identification number of the plan resource (see Plan Resources), to which the charge relates.

• Resource — the unique identification number of the plan resource (see Managing plan categories), to which the charge relates.

• Duration — the duration of the period, which is covered by the charge.

• Quantity — the total quantity of the ordered services that are paid by the charge.

• Unit Price — the price of the unit of the service excluding VAT.

• Discount — the amount of the discount.

• Discount ID — the unique identification number of the discount.

• Discount Name — the name of the discount.

• Promocode — the promo code, if it was used to get the discount (see Managing promo codes).

• Amount — the amount of the charge.

• Status — the current status of the charge (see Charges attributes).