Review Lumen Invoices Down to Every Charge Line

The Invoices tab holds your Lumen bills, one invoice per billing account per month. An administrator keeps them up to date by syncing billing from Lumen, or by importing invoice files. As a finance user, you can open and review every invoice and each charge on it. The line at the top shows how many billing accounts Apptifi is collecting invoices for, their status, and when billing was last synced.

Search by invoice number, billing account, or account name. Next to the search you'll see how many invoices match and their total current charges. Each row is one invoice: the statement date, invoice number, billing account, current charges, tax, any past due amount, the total due, and how many charge lines it has. Click an invoice to open it.

The summary shows the statement and due dates, the billing period, and the full balance: current charges, tax, past due, finance charges, payments, adjustments, and the total due. Lines tells you how many charges there are, and how many were matched to your inventory. Below the summary, charges are grouped by site, with the number of lines and the total for each. Expand a site to see every line: what it is, the amount and its tax, the charge type, like a monthly recurring charge, and the billing service ID.

Each line has a badge showing how Apptifi matched it to a service in your inventory, for example by an exact service ID, or by site and product. Matched lines link straight to the service. Lines marked unmatched couldn't be tied to a service, and an administrator can link them by hand. That's the Invoices tab: every bill, every charge line, and how each charge connects to your inventory.

Next, we'll explore the Spend Reports library.