Monitoring

You can monitor various aspects of your customer's contract and usage.

Add a monitor

1. Click on Monitoring in the left sidebar.
2. Click on the ADD MONITOR button.
3. Fill in the following details:

• Monitor name: a descriptive name for the monitor.
• Monitor description: add a description for the monitor.
• Monitor source: choose from Contract and Usage Aggregate.

Select contract

1. Click on the Select Contract dropdown.
2. Select the contract you would like to add monitors for.

The example contract, A Simple Contract, has only one flat-fee based product.

3. Click on the newly added Select Item dropdown.

4. Select itmes:

• You can add monitors for various aspects of the billing period, such as:
  • end_date: end date of the billing period.
  • start_date: start date of the billing period.
  • cycle_length: how many days/weeks/months/years does a billing cycle last.
  • cycle_unit: unit of the cycle (day/week/month/year).
  • cycle_start_date: start date of the billing cycle.
  • contract_start_date: start date of the contract.
• You can add monitors for various aspects of a product. The aspects are dependent on the product.
  • For example, for a flat-fee-based product, amount, billed_amount, and billed_days can be selected.
  • For example, for a volume-pricing-based product, only amount can be monitored.

• You can add a monitor for invoice by selecting invoice_total.

Select usage aggregate

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Coming soon

View a monitor

1. Click on Monitoring in the left sidebar.
2. All available monitors will be listed on the Monitoring page.

3. Click on the monitor you are interested in.
4. A panel will appear on the right side. Select the following parameters to view the monitor:

• Customer: select the customer.
• Select date: select the date for which you want to view the monitor.
• Net or increment: The net value of the monitor or the increment compared to the previous day.