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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']. In , you can create multiple invoice plans and assign any invoice plan to any Reseller/Customer. You can assign an invoice plan to a Reseller from the UI page "Server Admin -> Reseller Management -> Invoice Configuration (Action)" and for Customer from "Server Admin -> Reseller Management -> List of Resellers -> [Reseller Name] -> Invoice Configuration (Action)".

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

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).

  • Invoice Calculation Type - Type of Invoice calculation (based on Used Space/Uncompressed Size/ Transferred Data Size).

  • 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]

  • Currency -The currency of the invoice amount.

  • Minimum Weekly/Monthly/Quarterly charge per client -Minimum [Weekly/Monthly/Quarterly] amount payable for each of the client machines backing up to the backup server during the invoice period.

  • Tax - Surcharge is charged on the total sum of the clients' usage charges as per the invoice plan and the additional per client charges.

  • Per MCAL usage charge This is the amount payable on the MCAL usage charged as per the invoice plan. This is applicable only when the invoice is generated on a monthly or quarterly basis.

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

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

  • The plan can be deleted using the "Delete 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). Also, an invoice plan can not be deleted if the plan is currently in use. 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".

Note - An alert message will be displayed while editing/deleting the invoice plan which is assigned to one of the Reseller/Customer.

Troubleshooting Tips

There is no Delete Action for a plan which is currently in use. 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.

Solution : Assign another plan to the customer and then you can delete the plan or edit the Invoice plan as required.

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