View Usage Activity Allowance

Usage activity allowance is the customer's activity limit within a certain time period, such as having a set number downloads per day. The limit for the activity allowance is dependent on any usage rules configured for the product (service) sold. Refer to Create Usage Rule for Product’s Recurring Price for more information about how to add usage rules to a product.

You can view the usage activity allowance that has accumulated for the defined service periods for a recurring Subscription service on the Usage Activity Allowance window that can be accessed from a billing account’s Recurring and One-Time Services window.

Complete the following steps to view usage activity allowance:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Services tab.

   

   Services Tab - Recurring and One-Time Services

   NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.

5. For the recurring service you wish to view activity, click the in the Actions column and select View Activity Allowances to open the Usage Activity Allowance window.

   You can also access the Usage Activity Allowance window from the Recurring Service drop-down menu on a Service Details window. Refer to View Service Details for information on how to access the Service Details window.

   

   Action Menu - View Activity Allowances Option

   The Usage Activity Allowance window includes usage allocation activity per service period.

   

   Usage Activity Allowance Window

6. Click the navigation buttons at the bottom left of the window to move through each service.

7. When you are finished viewing the activity allowance, click OK.

 

 

 

Topic updated: 07/2024.