Statements

Manage and review your Excel billing statements.

A statement is a billing document you receive at the end of your billing period, along with your invoice PDF.

Statements are issued as Excel files. They contain a detailed view of your invoice data, including individual charges, subscriptions, and orders for the billing period.

An Excel statement contains the following tabs:

• Summary – Shows objects associated with the statement (for example, agreement, licensee, and orders) with links to open them in the platform.

• Charges – Shows charges and subscriptions for the billing period. You can also see individual items, quantities, and prices. If split billing is enabled, you can view allocation percentage and estimated license count (ELC) details.

• Orders – Shows a list of orders for this billing period.

Statements page

The Statements page shows all statements for your account.

To open this page, select Billing > Statements from the main menu.

Use the Statements page to view your billing statements.

Each row shows the statement ID, creation date, estimated sales price, current status, and more.

You can also select a statement to view detailed information. Use the detail view to review:

• A list of charges and subscriptions for the billing period.

• Statement metadata and events.

Related topics

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