Billing: who owes what, and the CSV exports
See every school's billing state, what's outstanding and paid, and download the invoices and packs-for-invoices CSV files.
1 min readLast updated
Applies to: iComply staff only · iComply Super admin, iComply billing
On this page
Super admins and Billing open Billing. Invoices are raised in the accounting software and recorded here. Nothing is charged automatically and nobody is locked out automatically.
What's on the page
- Totals: Outstanding, Paid this financial year, Overdue schools and Complimentary ($0, not in revenue).
- Filter by billing state: Complimentary, Trial, Trial ended, unpaid, Awaiting payment, Overdue, Active, Renewal due or Lapsed.
- Each school's tier (with Tier changed — next invoice when its enrolment band changed), billing state, trial end, paid-through date, latest invoice, outstanding amount, packs and active sites, and billing contact.
- Select a school's name to record invoices and payments.
Downloads
- Export invoices (CSV): every invoice with school, tier, students, amount, period, issue and due dates, status, paid date, payment reference, purchase order and notes.
- Packs for invoices (CSV): every organisation's packs with its type, industry pack, subdomain, billing state, active sites and site band, scope, legacy terms, price class and annual amount. Use it to raise pack invoices.
- Provider listing invoices opens providers' marketplace invoices.
Limits
- Downloads need two-step sign-in and are limited to 30 in 10 minutes. Each download is recorded in the audit log.