System Billing : Invoices & Payment Guide

We are introducing a new dashboard-based invoice payment experience that allows users to view, filter, pay, and track invoices directly from the Omniful dashboard.

The new System Billing module is now available under Settings, providing centralized access to all invoices.

Summary

Omniful has introduced a dashboard-based invoice payment experience that allows users to view, filter, pay, and track invoices directly from the dashboard. With this enhancement, a new module, Omniful Invoices, has been added under Settings, providing centralized access to all invoices.

Now, users can manage invoices end-to-end directly from the dashboard, reviewing details, completing payments, and tracking statuses in one place. This enables the following key benefits: Centralized access to current invoices from the Omniful dashboard. Invoice filtering by status, billing account, generation date, and due from past date. Detailed invoice view with fee structure, usage-based fee ranges, and ad hoc fee breakdown. Direct payment functionality is now available via the ‘Pay Now’ option, enabling users to complete payments directly from the dashboard through the payment gateway.

Note:

Invoices are generated directly from the dashboard based on your billing cycle (e.g., monthly or as per agreement).
A payment window of 10 days applies from the date of invoice generation; failure to complete payment within the due period will result in account suspension.
Users must have the required Omniful billing permissions to access and manage invoices on the dashboard. Please ensure these permissions are assigned to relevant users.

How It Works

1. Open Omniful Invoices.

Navigate to Settings → System Billing → Invoices to view invoices on the dashboard.

2. View and Manage Invoices

Users can review the complete list of invoices in this module. For an enhanced view, filters are available to filter invoices by status (Generated, Payment Submitted, Paid, Overdue, Partially Paid), billing account, generation date, and due from past date. invoice 2.png invoice 3.png

3. Open a generated invoice.

Users can click on the invoice number to view detailed invoice information, including the overview, charge breakdown, and fee structure.

4. Review Invoice details.

The invoice details page provides a comprehensive breakdown of all charges, including usage-based ranges, unit fees, and all billed products, along with any applicable ad hoc fees. invoice 4.png invoice 5.png

5. Make Payment & Manage Invoice Actions

Once the invoice details are reviewed, users can complete the payment directly from the dashboard by clicking on “Pay Now.” This redirects the user to the payment gateway to enter the required details and complete the payment. Once the payment is successfully completed via the gateway, the invoice is automatically marked as Paid. invoice 6.png invoice 7.png

If the payment is made outside the platform (e.g., via bank transfer), users can update the status of the invoice by clicking on “Mark as Paid” from the dashboard and providing relevant details such as transaction reference and proof. In such cases, the invoice is marked as Payment Submitted.

Note: Invoices marked as Payment Submitted will be updated to Paid only after the payment is received and verified by Omniful. invoice 8.png Additionally, users can download the Proforma Invoice for reference or offline use as needed.

6. Track submitted and accepted payments.

Use the Payment Submitted filter to review invoices for which payment has been submitted. Use the Paid filter to view invoices accepted as paid by Omniful. invoice 9.png Note: All invoice actions , Pay Now, Mark as Paid, and Download Proforma Invoice can also be accessed from the action menu, providing a quick way to perform these tasks. invoice 10.png

Invoice Status Reference

Status	Meaning
Generated	Invoice generated and available for review/payment
Payment Submitted	Payment has been marked as paid by the user and is pending verification by Omniful
Paid	The payment has been completed via the payment gateway, or an invoice previously marked as paid has been verified and accepted by Omniful.
Overdue	Invoice past due date
Partially Paid	Partial payment received