Official Product Name

Product

Title	Invoice Groups

URL Name	Invoice-Groups

Overview

NOTE: This article is applicable to Sky customers. To access an article with information about Invoice Groups that is applicable to MiCloud customers, see the Viewing Invoice Group Information article.

This article provides information for managing the Invoice Groups that are used by Sky to generate monthly billing invoices.

Billing Contacts can view and pay their account's monthly billing invoice via the "Invoices" tab at the bottom of the Account Details screen.
Billing Contacts can also work with a Decision Maker for their account to access the Invoices & Payments screen to view and pay their account's monthly billing invoice and to manage Invoice Groups if needed. Additionally, Billing Contacts can work with any of the Phone Managers or Decision Makers for their account if they need to access any of the Usage reports.

Accessing Invoice Groups

When a Sky customer account is created, by default, all of the locations and services utilized by the account are billed to one main Invoice Group named for the account. Authorized Contacts (Decision Makers and Billing Contacts) for a customer account can add and modify Invoice Groups via a Support Case request that is processed by our Support team. Adding more Invoice Groups to an account enables a customer to receive monthly invoices for individual locations or groups of locations that are billed separately from the main account invoice. A Decision Maker or Billing Contact can access Invoice Groups from the Invoices & Payments screen by doing the following:

Log in to Account Portal with business email address (username) and user password.
Navigate to Organization > Billing > Invoices & Payments and do the following:
- If more than one Invoice Group has been setup for your account, use the Choose Invoice Group drop-down menu to select the desired Invoice Group and view the associated monthly invoices.
- To view all locations for the selected Invoice Group, click View located to the right of Includes # Locations (where # is the number of locations for the selected Invoice Group).
- To view a list of all Invoice Groups, select the Manage Invoice Groups tab near the top of the screen, which displays the following information for each Invoice Group for your account:
  - Id - Invoice Group identification number.
  - Name - Invoice Group name.
  - Currency - The currency used by the country where the Invoice Group's billing address is located.
  - Balance - Open balance (amount due).
  - Status - Status (Active or Inactive).
  - Paper Invoice - For each Invoice Group, a check mark is displayed if a paper invoice is mailed to your organization each month. No check mark indicates that no paper invoice is mailed. For instructions to control which Invoice Groups generate paper invoices, see the Opt In or Opt Out of Receiving Paper Invoices by Mail section of this article.
  - Address - Billing address for the Invoice Group.

For more information about utilizing the Invoices & Payments screen, see the Account Invoices, Payments, & Billing Policies article.

Managing Invoice Groups

Decision Makers and Billing Contacts can use the following guidelines to manage the Invoice Groups for their organization's Sky account.

All services for a location can be included in only one Invoice Group. This means that individual services within a given account location cannot be allocated to multiple Invoice Groups.
New locations can be added to an existing or new Invoice Group.
Existing locations can be moved from one Invoice Group to a different existing or new Invoice Group.
To make any changes or additions related to Invoice Groups, create a Support Case to communicate the necessary information to Support.
To add a new Invoice Group, include the name and mailing address of the new Invoice Group, and provide a list of the existing and new location names and addresses that you want added to the new Invoice Group.
To make changes to an existing Invoice Group, include the name and mailing address of the existing Invoice Group, and provide a list of the existing and new location names and addresses that you want added to or removed from the existing Invoice Group.

Monthly Billing Invoices

Decision Makers and Billing Contacts can view current billing information for each of the Invoice Groups created for their account via the "Choose Invoice Group" menu in the Invoices & Payments screen of the Sky Account Portal. The Invoices & Payments screen provides access to current account billing information that is updated daily, which includes payments, monthly invoices, charges, credits, open balance, and balance due.

By default, paper invoices are mailed to the Billing Contacts for each Invoice Group setup for each customer account. Many customers choose to only receive email notifications and not receive monthly billing invoices by mail. To opt in or opt out of receiving paper invoices by mail for one or more Invoice Groups, see the Opt In or Opt Out of Receiving Paper Invoices by Mail instructions below. For more information about billing invoices, see the Monthly Billing Invoice section of the Account Invoices, Payments, & Billing Policies article.

Opt In or Opt Out of Receiving Paper Invoices by Mail

Decision Makers and Billing Contacts can use the following instructions to control which Invoice Groups generate paper invoices that are mailed to your organization each month.

Log in to Account Portal with business email address (username) and user password.
Navigate to Organization > Billing > Invoices & Payments.
Select the Manage Invoice Groups tab located near the top of the screen.
Locate the desired Invoice Group name that displays the associated mailing address in the Address column where monthly invoices should be mailed or are currently mailed.
1. Opt In - If the Paper Invoice column does not display a check mark in the row of the desired Invoice Group, a paper invoice is not currently mailed each month. To begin receiving mailed invoices, click to highlight the desired Invoice Group row on the screen and click the Opt In button (above the left side of the grid) to add the check mark in the Paper Invoice column. (To apply the same action to multiple Invoice Groups at the same time, hold down the Ctrl key when clicking the desired Invoice Groups on the screen.)
2. Opt Out - If the Paper Invoice column displays a check mark in the row of the desired Invoice Group, a paper invoice is currently mailed each month. To stop receiving mailed invoices, click to highlight the desired Invoice Group row on the screen and click the Opt Out button (above the left side of the grid) to remove the check mark from the Paper Invoice column. (To apply the same action to multiple Invoice Groups at the same time, hold down the Ctrl key when clicking the desired Invoice Groups on the screen.)
Click OK when the paper invoices pop-up dialog box appears asking you to confirm your selection.

NOTE: If an Invoice Group does not have an accurate, valid mailing address populated in the Address column of the Invoice Groups screen, a paper copy of your monthly invoice cannot be mailed. To resolve this issue, you can create a Support Case to communicate a request to Support to add or change an Invoice Group’s mailing address. Provide the name of your account along with the name of the Invoice Group and the correct mailing address.

Email Notifications

All Billing Contacts receive an email notification when the monthly billing invoice PDF file is available for viewing in the Invoices & Payments screen of the Sky Account Portal. Customers can also request that additional personnel receive an email notification when a new monthly invoice is generated. To request additional notifications, Decision Makers and Billing Contacts can create a Support Case to communicate their request to Support. In your request, include the name, phone number, and email address of each person you want designated as a primary, secondary, or additional invoice contact as described below:

Primary Invoice Contact - This person will receive an email notification when a new monthly invoice is generated. This person will also be listed as the "Attn" name displayed with the billing address on the cover page of the monthly invoice. Note that an email notification will still be sent to the Billing Contact for the account, but the "Attn" name will change from the Billing Contact's name to the Primary Invoice Contact's name.
Secondary Invoice Contact - This person will receive an email notification when a new monthly invoice is generated.
Additional Invoice Contact - This person will receive an email notification when a new monthly invoice is generated.

Invoice Groups

Table of Contents

Accessing Invoice Groups

Managing Invoice Groups

Monthly Billing Invoices

Opt In or Opt Out of Receiving Paper Invoices by Mail

Email Notifications

Related Topics