Billing records
Do this
Section titled “Do this”- Open Billing. Pick the month at the top (the latest month is chosen for you). Usage by company lists, per company, AI voice seconds, call minutes, transfers, list checks, QA reviews, revenue at the price book, our cost, margin and invoice status. Click a row to open that company’s Usage and billing tab.
- Open the Price book tab to check prices. Default prices apply to everyone; Add a company price sets an override for one company, and Remove deletes it.
- After month end, open the company’s Usage and billing tab for the invoice preview. Press Mark as invoiced to freeze the lines. When the money arrives in your own books, press Mark as paid. Reopen takes an invoiced month back to draft.
- The Invoices tab lists every recorded invoice with its status. Export CSV on the Billing page downloads the month for all companies.
Reads: any operator. Changing prices and invoice records: platform_billing and platform_owner. Other roles see no buttons for these.
Behind the screen: GET /billing/usage, GET/PUT /billing/price-book, GET /tenants/{id}/billing, POST /tenants/{id}/billing/{month}/mark-invoiced, .../mark-paid, .../reopen, GET /billing/export.csv.
Five kinds of usage
Section titled “Five kinds of usage”| Item | Counted when | Unit |
|---|---|---|
ai_second |
A bot session ends | second |
call_minute |
An answered call ends with talk time | minute |
billable_transfer |
A hand-over to a person counts as billable | transfer |
list_verify |
A list check finishes | number checked |
qa_review |
The QA Bot saves a review | review |
Each event is counted once, even if it is delivered twice. A re-scored call is new work and is counted again.
The price book
Section titled “The price book”Each item has a unit price in US dollars. A company pays, in this order: its own override, the global row, or the built-in placeholder.
| Item | Built-in placeholder |
|---|---|
ai_second |
0.0010 |
call_minute |
0.0200 |
billable_transfer |
25.00 |
list_verify |
0.0040 |
qa_review |
0.1500 |
These are placeholders until sales sets real prices. Deleting an override or a global row falls back to the next level.
The invoice preview
Section titled “The invoice preview”The preview lists each item with quantity, unit price and amount, then the totals. It also shows our cost (from insights) and the margin. The unit costs are placeholders too, not real carrier rates. A company’s month moves through three states:
| State | Meaning |
|---|---|
| draft | Computed live from the current usage and prices. |
| invoiced | The lines are copied and frozen. Later price changes do not touch them. |
| paid | Marked by hand. Only an invoiced month can be marked paid. |
reopen takes an invoiced month (not a paid one) back to draft. If insights does not answer, marking invoiced is refused, because the usage would be incomplete.
CSV export
Section titled “CSV export”Export CSV (GET /billing/export.csv?month=) is safe to open in a spreadsheet (cells that look like formulas are neutralised). If any service’s usage is missing, it refuses instead of giving a partial file, and the page says so. Try again. The company’s own tab can also export that company’s lines.