This report is used to analyze an amount of invoiced and both already provided and not yet provided services for the 12-month period beginning from the starting month of the report period. Invoices, credit memos, and debit memos are included into the report. Both setup fee and renewal fee are accounted.
The report displays:
- Pro-rated monthly prepay amount for each of twelve months
- Plan category information
- Service plan information
- Subscription period information
- Subscription information
Note: This report is a guidance, but not a replacement for accounting system and revenue management and reporting tool.
The report has the following structure:
To view the report, select the starting month and currency, and click View Report. The report grouped by plan category appears:
- Plan Category ID – a unique identifier of a service plan category.
- Plan Category Name – a name of a service plan category.
- Month names columns – display pro-rated monthly prepay or paid amount for each of twelve months starting from the Starting Month.
Note: The amounts left over due to rounding are added to the amount for the first month.
- Future – a total remaining prepay for the period after 12 month.
Click the link under Plan Category ID or Plan Category Name to access the report grouped by service plan.
- Plan ID – a unique identifier of a service plan of the selected plan category.
- Plan Name – a name of a service plan.
Click the link under Plan ID or Plan Name to access the report grouped by subscription.
- Account ID – a unique identifier of a customer account (owner of a subscription).
- Account Name – a name of a customer account.
- Period Duration – a length of subscription period for each of subscriptions.
- Type – a subscription period type.
- Subscription ID – a unique identifier of a subscription.
- Subscription Name – a name of a subscription.
Click the link under Account ID or Account Name to access the subscription information.