The “Billing Activity” tab allows you to view the billing activity for both pre-pay and post-pay Buyers, including replenishments, payments, returns, and adjustments in LMS/Call Logic and Books360.
Note: Only users with the “Buyer Representative”, “Buyer Editor”, and “Buyer Accountant” system roles have access to this page.
To access this tab, go to the Account Settings > My Profile section, then select the “Billing Activity” tab. Alternatively, you can access it through the My Profile Modal Window in the upper-right corner of the page.
You can narrow down the search results by using the following filters:
- Date Range: Select the time range for the report.
- Transaction Type: Select the transaction type (Purchases, Returns, Adjustments, Payments).
The report contains the following information:
- Date: The day, month, and year of the transaction.
- Product: The name of the Product.
- Transaction Type: The type of the transaction (Purchases, Returns, Adjustments, Payments).
- Number of Leads: The number of leads purchased or returned within the specified time range. To view the details of the purchased or returned leads, click the number against the date you are interested in. The system will open the listed leads in the Lead Details report in a new tab. Read more about the Lead Details in this Knowledge Base article.
- Total Amount: The column contains information about purchases, returns, and adjustments, both negative and positive amounts within the specified time range.
- Payments: The number of transactions (includes replenishments for pre-pay Buyers, payments for post-pay Buyers, and adjustments on the Books360 side).
- Payment Amount: The replenishment amount for pre-pay Buyers, the payment amount for post-pay Buyers, and adjustments on the Books360 side.
- Current Balance: The current available balance.