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What does the billing status mean for sales transactions and which ones are there?

categoryAccounting, FAQ, Reporting, Transactions
tagAdmin, Credit note, FAQ, Invoice, Invoicing by means of credit notes, Promoter accounting, TC commissions, TC contract status

The billing status is particularly relevant for sales promotions involving contract partners such as 1&1, Vodafone, municipal utilities, etc. These providers typically send daily, weekly, or monthly data updates on the contract status—for example, of a cell phone contract. In EMPPLAN, this data can be imported and thus incorporated into the billing process.

In EMPPLAN, such projects are preferably billed to the (D2D) promoters via the EMPPLAN billing module using credit notes.

EMPPLAN Billing Status Overview

Default after a transaction is reported

  • Pending review means that the contract has been reported, but no status has yet been received from the contracting party.

Possible Work Statuses

  • In Progress
  • Paused
  • On hold
  • Canceled

Troubleshooting

  • Possible fraud to flag duplicates
  • Not billable means that the contract partner (e.g., electricity/gas/telecom/internet service provider) has canceled the contract.
  • Not billable, ready for cancellation means that the contract partner has canceled the contract, the amount has already been credited to the promoter, but this will be corrected in the next credit to the promoter.
  • Was reversed, reversal posting carried out

Ideal Next Steps

  • Verified means that the contract partner has already confirmed the order number, but the agency has not yet issued a credit memo for the item.
  • Invoiced means that the commission has already been credited to the promoter