Billing Details
Table of Contents
- Section 1: Use Cases — 4 Application Examples
- Section 2: Feature Guide — Billing Info / Billing Items / Status Actions
- Section 3: FAQ — FAQ + Notes
- Section 4: Related Features
Section 1: Use Cases
Quick Links: Review Billing Details | Add Adjustment Item | Close & Invoice | Reopen for Edit
Scenario 1: Review Billing Details
Situation: A merchant inquires about their billing breakdown, need to check detailed items.
How to Do It:
- Click on the billing name from the billing management list to enter details
- Check merchant, period, and total amount in the "Billing Info" section
- Review each fee item in the "Billing Items" section
- Confirm type (Storage/Inbound/Adjustment), billing mode, quantity, and amount
Result: Clear understanding of billing composition and calculation methods to respond to merchant inquiries.
Scenario 2: Add Adjustment Item
Situation: Need to add extra service fees or discounts for a merchant.
How to Do It:
- Confirm billing status is "Open"
- Click "Add Adjustment Item" button
- Select date (must be within billing period)
- Enter description (e.g., Extra handling fee, Contract discount)
- Input billable units and unit price
- Confirm amount and save
Result: Adjustment item added successfully, billing total automatically recalculated.
Scenario 3: Close & Invoice
Situation: Billing confirmed correct, need to close and mark as invoiced.
How to Do It:
▸ Close Billing
- Confirm all items are correct
- Click "Close Billing" button
- After confirmation, billing status changes to "Closed"
▸ Mark as Invoiced
- Issue invoice to merchant
- Return to billing details page
- Click "Mark Invoiced" button
- After confirmation, billing status changes to "Invoiced"
Result: Billing process complete, status updated to "Invoiced".
Scenario 4: Reopen for Edit
Situation: Discovered error in closed billing, need to reopen for modification.
How to Do It:
- Confirm billing status is "Closed" (not Invoiced)
- Click "Reopen" button
- After confirmation, billing status returns to "Open"
- Make necessary modifications or add adjustment items
- Close billing again after modifications
Result: Billing returned to open status, ready for modifications.
Section 2: Feature Guide
The billing details page allows you to view the complete breakdown of a single billing, including storage fees and adjustment items. When a merchant questions a charge or it is time to close and invoice at month end, this is where you verify each item. You can confirm billing contents, add adjustment items, and perform status operations such as closing and invoicing.
Quick Links: Billing Info | Billing Items | Status Actions
2.1 Billing Info
The top of the page displays basic billing information:
| Field | Description |
|---|---|
| Name | Billing identification name |
| Merchant | Merchant the billing belongs to |
| Period | Start and end dates of billing calculation |
| Status | Open / Closed / Invoiced |
| Total Amount | Total billing amount |
| Items Count | Number of items in billing |
2.2 Billing Items
Item List Columns
| Field | Description |
|---|---|
| Date | Billing date for the charge |
| Type | Storage / Inbound / Adjustment |
| Billing Mode | E.g., by shelf, by volume, by quantity |
| Description | Item description (adjustment items show custom description) |
| Billable Units | Quantity units for billing |
| Unit Price | Price per unit |
| Amount | Subtotal for this item |
Item Type Descriptions
| Type | Color | Description |
|---|---|---|
| Storage | Blue | System-calculated storage fees |
| Inbound | Purple | Fees generated from inbound operations |
| Adjustment | Purple | Manually added adjustment items |
View Calculation Detail
System-calculated items show a "View detail" link on the right. Clicking it opens the "Calculation Detail" panel, listing each product's quantity, billable units, unit price, and subtotal so you can verify where each charge comes from.
2.3 Status Actions
Status action buttons are available in the top right corner of the "Billing Info" section, showing available actions based on current status:
Open Status
| Button | Description |
|---|---|
| Add Adjustment Item | Add a manual adjustment item (located at the top right of the "Billing Items" section) |
| Close Billing | Close billing, stops accepting new items |
Closed Status
| Button | Description |
|---|---|
| Mark Invoiced | Mark billing as invoiced |
| Reopen | Return to open status for modifications |
Invoiced Status
Invoiced billings cannot have any status changes.
2.4 Add Adjustment Item
Clicking "Add Adjustment Item" opens a modal form:
| Field | Description | Required |
|---|---|---|
| *Date | Charge date, must be within billing period | Yes |
| *Description | Description text for adjustment item | Yes |
| *Billable Units | Billing quantity | Yes |
| *Unit Price | Price per unit | Yes |
| Amount | Auto-calculated (Billable Units × Unit Price) | - |
Section 3: FAQ
3.1 FAQ
▪ Can I enter negative values for adjustment items?
Yes. To add discounts or deductions, you can enter a negative value in the "Unit Price" field, and the amount will automatically calculate as negative.
▪ Is there a date restriction for adjustment items?
Yes. The date must be within the billing period. For example, if the billing period is 2024/01/01 ~ 2024/01/31, you can only select dates within this range.
▪ Why can't I add adjustment items?
Only billings with "Open" status can have adjustment items added. If the billing is closed, you need to "Reopen" it first.
▪ Can storage items be modified or deleted?
No. Storage items are automatically calculated by the system and cannot be manually modified or deleted. For billing errors, please add adjustment items for correction.
▪ Does reopening affect already issued invoices?
No. "Reopen" only changes the billing status and does not affect actually issued invoices. However, please ensure consistency in your accounting records.
▪ How can I verify the basis of a storage charge?
Click "View detail" next to the storage item. It lists each product's quantity, billable units, unit price, and subtotal for that day. Products skipped due to missing attributes such as dimensions or weight are also flagged in the detail.
3.2 Notes
⚠️ Important Reminders
- Confirm before closing: Carefully verify all items before closing the billing
- Adjustment descriptions: Enter clear descriptions when adding adjustment items for future reference
- Invoiced restrictions: Billings marked as "Invoiced" cannot have their status changed
- Date restrictions: Adjustment item dates must be within the billing period
Section 4: Related Features
| Feature | Description |
|---|---|
| Billing Management List | View all merchant billings |
| Merchant Management | Manage merchant information and billing settings |