If you're ready to dive into the fascinating world of Third-Party Billed settings in The Layer, you've come to the right place! 🌟
Curious about how this feature impacts turnover and profit calculations? We've got you covered with practical examples, detailed breakdowns, and insights into how it applies to both Wholesale (Self-Billed) and Resale (Third-Party Billed) models.
Ready to become a pro? Click here to explore more about the Third-Party Billed setting and start mastering your billing game! 🚀
Managing Third-Party Billed settings is essential for ensuring accurate revenue tracking and profit calculations. This guide outlines the steps to update these settings for individual and bulk items in the Price Book, along with solutions for common issues.
Updating Third-Party Billed for Individual Items
Via the Pricing Tab
Navigate to Settings ➡️ Inventory ➡️ Service or Product of the relevant Price Book.
Select the item.
Go to the Pricing Tab.
Check the Third-Party Billed box.
Click Save.
Using the Pencil Icon
Navigate to Inventory ➡️ Service or Product of the relevant Price Book.
Click the pencil icon next to the item name.
Scroll to the TP Billed column.
Select True (if the item is third-party billed) or False (if not).
Click the tick box that appears to save your changes.
Bulk Updates to Third-Party Billed Items
Export the Price Book
Navigate to: Inventory ➡️ Service or Product of the relevant Price Book.
Locate the Export button below the Price Book name (e.g., find the Mobile Price Book under Mobile Services).
Click Export to download an Excel sheet.
Edit the Exported File
Open the exported Excel file.
Update the Third-Party Billed column to True or False as required.
Save and re-import the updated file.
⚠️ Ensure the Billing Route is accurately updated alongside these changes.
📝 Note
Updating the Price Book requires the appropriate permissions.
If you’re stuck or can’t make these changes, don’t stress! Reach out to your manager, your Layer Admin, or the friendly folks at the Support Team at The Layer—they’ve got your back!
Common Issues:
Unable to Create an Invoice
⚠️Error: "There are no billing candidates with billing route The Layer."
Checklist to Resolve:
Third-Party Billed and Billing Route Settings
Items marked as Third-Party Billed cannot have their Billing Route set to The Layer.
💡Example:
Scenario: Tariff "EE Unlimited Plan" is marked as Third-Party Billed with Billing Route set to The Layer.
Issue: You can’t generate an invoice because The Layer cannot process items marked as Third-Party Billed.
Solution: Update the Billing Route to the respective supplier or remove Third-Party Billed if The Layer should manage the invoice.
Check Items in 'Data Capture'
Verify items in Data Capture do not have Third-Party Billed enabled.
Ensure their Billing Route is set to The Layer and update it if needed.
Refer back to the section "Updating Third-Party Billed for Individual Items" for guidance.
Pricebook Exceptions
If items must be invoiced by The Layer, ensure:
Items in the Price Book have Third-Party Billed disabled.
The Billing Route is set to The Layer.
💡Example:
Scenario: A tariff "Mobile Data Add-On" is required to be invoiced by The Layer, but the Billing Route is incorrect (e.g., aBILLIty).
Issue: Invoicing fails as The Layer cannot handle this item under the current settings.
Solution: Update the Billing Route to The Layer.
Items Missing in the Billing Queue (Example: Billing Route - Plan)
Troubleshooting Steps:
Check the Third-Party Billed Status:
Could you make sure the Third-Party Billed setting is correctly configured for the items in question?
Verify the Billing Route:
Ensure the Billing Route is set to the correct route.
💡Example:
Scenario: An item "O2 16GB Gold" is set as Third-Party Billed and an incorrect Billing Route "O2".
Issue: The item won’t appear in the Plan Billing Queue, causing delays in invoicing.
Solution: Update the Billing Route to "Plan".
Following these steps should address the error message "There are no billing candidates with billing route The Layer" and ensure your items are correctly invoiced and appear in the appropriate Billing Queues. 🎯
Closing Note
And there you have it—your go-to guide for updating Third-Party Billed settings and fixing common invoicing hiccups! Remember, it’s all about dotting those i’s and crossing those t’s in your Price Book. If you’re ever in doubt, don’t hesitate to reach out to your manager, Layer Admin, or our Support Team. They’re like your accounting superheroes, capes optional. 🦸
Happy billing! 🎉 Remember, every setting tweak brings you closer to seamless invoicing bliss. Keep rocking your Price Book like a pro! 🚀