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List of Invoicing Plans

Overview

This page lists all invoice Plans that were previously added in the Backup server [from the menu 'Server Admin -> Invoice Management -> Add New Invoice Plan (Icon)']. In StoreGrid, you can create multiple invoice plans and assign any invoice plan to any customer. You can assign an invoice plan to a customer from the UI page "Server Admin -> Customer Management -> Invoice Configuration (Action)".

How to get here in the StoreGrid Web Console?
 In the top menu, select: "Server Admin -> Invoice Management -> List of Invoicing Plans (Icon)"

List of Invoicing Plans

  • Plan Name - The Name of the Invoice Plan.

  • Plan Type - The type of the Invoice Plan (Uniform Discount [Depending on volume of data] / Fixed price for each slab / Sliding scale).

  • Frequency - The frequency of Invoice Generation [Each Saturday / Last Day of Each Month / Last day of each quarter].

  • Used space - Unit for Storage Space Used [MB/GB]

  • The slab details are shown with their Minimum Value, Maximum Value, Rate per MB/GB ("For Every" column) value.

  • The plan can be deleted using the "Delete Plan" action.

  • The details of the plan can be edited using the 'Edit Plan' action.

Delete Invoice Plan

To delete the invoice Plan, click the 'Delete Plan' icon for the particular plan. Please note that the 'Default Invoice Plan' cannot be deleted (but can be edited). Please note that an invoice plan cannot be deleted/edited if any invoice reports have been generated using that plan. If a customer is assigned an invoice plan and if that plan is deleted, then the 'Default Invoice Plan' will be applied for that customer and further invoices for the customer will be generated as per the "'Default Invoice Plan".

Troubleshooting Tips

There is no Delete/Edit Action for a plan. Show/Hide

Cause 1: Some invoice reports may have been generated for customers using the plan. In that case the invoice plan cannot be deleted or edited.

Solution : In this case, assign another plan to the customer and then you will be able to Delete/Edit the plan.

Limitations

  1. The invoice plan name cannot be edited/changed.
  2. Once invoices are generated using a plan, the plan cannot be deleted/edited until the customers using that plan are all assigned a new invoice plan.
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