Automatic Import Worksheet
Record type Sample: Import Settings Invoice source Excel Source Billing period (optional) Default invoice date (optional) Default charge date (optional)
This worksheet is used to specify the settings for an automatic import. The 'Invoice source' field is required; all other fields are optional. Only the first record will be used.
Invoice Worksheet
Record type Sample: Invoice Invoice number 12345 Invoice date 1/2/2005 Receipt date 1/7/2005
If you have configured user-defined the 'Total amount due' column in th Due date 1/23/2005
you have configured user-defined fields for Invoices, enter their names in any order, after he 'Total amount due' column in the headings row below (field names are case-insensitive). Account number (optional) Previous balance $500.00 Payment applied $400.00 Current charges $100.00 Adjustments ($50.00)
Total amount due $150.00
Account Number Worksheet
Record type Sample: Account Number Parent Account (optional) Account Number 12345
Billing Number Worksheet
Record type Sample: Billing Number Parent account (optional) Account number (optional) Billing number 123-456-7890
If you have configured user-defined fields for Billing Numbers, enter their names in any order, after the 'Billing number' column in the headings row below (field names are case-insensitive)
order, after )
Charge Worksheet
Record type Sample: Account Number Sample: Billing Number Sample: Call Summary Sample: Wireless Summary Parent account (optional) (optional) (optional) (optional) Account number 12345 (optional) (optional) (optional) Billing number (ignored) 123-456-7890 123-456-7890 123-456-7890 Date (optional) (optional) (optional) (optional)
If you have configured user-defined fields for Charges, enter their names in any order, after the 'Quantity' column in the headings row below (field names are case-insensitive). For Call Summary charges either the 'Total duration' or the 'Total duration (mins)' field can be specified, however, the 'Total duration' field will take precedence. Cost $10.00 $10.00 $10.00 $10.00 Description Charge 1 Charge 2 Charge 3 Charge 4 USOC (optional) (optional) (optional) (optional) Service provider (optional) (optional) (optional) (optional) 10 6000 (in seconds) Call count Total duration
n any order, after ensitive). For Call field can be specified, Total duration (mins) Wireless Category Quantity
100.00 (in minutes) Sample: Anytime Minutes (optional)