Impact of Changing Billing Definition and Billing Statement Settings

This page examines some specific examples of what certain settings in billing definitions and the billing PDF section do to the billing statement when you generate it.

For more information, see:

Billing Definition: Adjustment

You can create an adjustment at the billing definition level or at the billing group level. The result looks the same on the billing statement PDF.

Where	What changed	What it looks like
Billing Definition General tab	Edit the Adjustment amount and Adjustment description
Billing Group Adjustments tab	Create an adjustment with the desired Adjustment value and Description
Billing Statement	The Adjustment description and value are added to the statement. The value is included in the total fee calculation.

Where

What changed

What it looks like

Billing Definition General tab

Edit the Adjustment amount and Adjustment description

Billing Group Adjustments tab

Create an adjustment with the desired Adjustment value and Description

Billing Statement

The Adjustment description and value are added to the statement. The value is included in the total fee calculation.

Billing Definition: Minimum Fee

Where	What changed	What it looks like
Billing Definition General tab	Edit the Minimum fee and Description.
Billing Statement	The Description and value are added to the statement. The value is included in the total fee calculation.

Where

What changed

What it looks like

Billing Definition General tab

Edit the Minimum fee and Description.

Billing Statement

The Description and value are added to the statement. The value is included in the total fee calculation.

Billing Definition: Prorate Inflows

Where	What changed	What it looks like
Billing Definition Prorations tab	Prorate capital flows selected Prorate: set to Inflows	Note You can choose to filter which flows Tamarac includes in prorations. Use Exclude flows under to set dollar or percent minimums on the size of flow. Use Exclude flows that adjust the bill by less than to set minimum dollar or percent amount of billable value change.
Billing PDF template, Billing Definition section	Show adjustments is selected and Adjustment for capital flows title set to Adjustment for Capital Flows
Billing Statement	The Adjustment for Capital Flows section is added to the statement, labeled according to the Billing PDF template title.

Where

What changed

What it looks like

Billing Definition Prorations tab

Prorate capital flows selected

Prorate: set to Inflows

Note

You can choose to filter which flows Tamarac includes in prorations.

Use Exclude flows under to set dollar or percent minimums on the size of flow.
Use Exclude flows that adjust the bill by less than to set minimum dollar or percent amount of billable value change.

Billing PDF template, Billing Definition section

Show adjustments is selected and Adjustment for capital flows title set to Adjustment for Capital Flows

Billing Statement

The Adjustment for Capital Flows section is added to the statement, labeled according to the Billing PDF template title.

Billing Definition: Prorate All Flows

Where	What changed	What it looks like
Billing Definition Prorations tab	Prorate capital flows selected Prorate: set to All flows	Note You can choose to filter which flows Tamarac includes in prorations. Use Exclude flows under to set dollar or percent minimums on the size of flow. Use Exclude flows that adjust the bill by less than to set minimum dollar or percent amount of billable value change.
Billing PDF template, Billing Definition section	Show adjustments is selected and Adjustment for capital flows title set to Adjustment for Capital Flows
Billing Statement	The Adjustment for Capital Flows section is added to the statement, labeled according to the Billing PDF template title.

Where

What changed

What it looks like

Billing Definition Prorations tab

Prorate capital flows selected

Prorate: set to All flows

Note

You can choose to filter which flows Tamarac includes in prorations.

Use Exclude flows under to set dollar or percent minimums on the size of flow.
Use Exclude flows that adjust the bill by less than to set minimum dollar or percent amount of billable value change.

Billing PDF template, Billing Definition section

Show adjustments is selected and Adjustment for capital flows title set to Adjustment for Capital Flows

Billing Statement

The Adjustment for Capital Flows section is added to the statement, labeled according to the Billing PDF template title.

Contents

Impact of Changing Billing Definition and Billing Statement Settings

Billing Definition: Adjustment

Billing Definition: Minimum Fee

Billing Definition: Prorate Inflows

Note

Billing Definition: Prorate All Flows

Note