Reseller Billing: Monthly Collective Invoice
How RTKdata bills resellers: one bill per month, tier discounts, the upcoming bill, payment status, online payment, PDF and CSV exports, price snapshots and what happens when a bill is overdue.
RTKdata bills you, not your customers. However many licenses you provision and whatever terms they run on, you receive one bill per month.
The four numbers at the top
Current Month
New licenses, renewals and upgrades from this month that are not on a bill yet, before VAT. If you are billed in another currency, an estimate in that currency is shown under it
Most Recent Bill
The last billing period issued, with its amount
Next Payment Due
The due date and amount of your oldest unpaid bill. Bills are due 30 days after issue, and the card turns red once one is overdue
Outstanding Balance
Everything issued and not yet paid
The upcoming bill
The Upcoming bill card (marked Draft) shows this month's charges before the bill is issued: every license, what the charge is for, the customer, the period, the list price and the amount after your discount. Its footer gives the Net total, before VAT and an estimate in your billing currency.
What lands on a bill:
A new license is charged in full in the month it goes live.
A trial costs nothing, and is charged in full in the month it converts to a paid license.
A renewal is charged in the month it renews.
An upgrade is charged in the month you make it, see How an upgrade is charged.
The month closes on its last day, and the bill is issued on the first of the next month.
Tier discounts
Every bill applies the discount of the tier your active paid licenses reach on the day the bill is issued. The more licenses you have running, the higher the tier. The Conditions card on the dashboard shows your current tier, your discount, your base price, and how many more licenses take you to the next tier.
Because the discount is worked out when the bill is issued, the Upcoming bill card always shows it as an estimate.
History
Each row is one billing month. The table shows the period (Bill), Issued On, Payment Received and Status, and a row expands to show its charges. Overdue bills sort to the top. Search covers period, customer and mountpoint, and Status filters the list.
Three actions sit on every row:
Pay online - opens the secure hosted payment page for that bill. It is greyed out once the bill is paid
Download invoice - the PDF
Export CSV - the charges, for your own bookkeeping
Tick several rows and use Export N as CSV to export them together in one file. If RTKdata has set you up for bank transfer, the bank details are printed on the invoice PDF.
Invoices from the previous RTKdata reseller portal are listed in their own card below the history, with Pay online for any that are still open.
An individual bill
Invoice Information gives the period, the status, the issue and payment dates, the net amount, the discount applied, the VAT and the total. If you are charged in a currency other than US dollars, it also shows the amount charged in your currency and the exchange rate used: bills are kept in US dollars and converted at the European Central Bank rate of the day before issue.
Charges lists every line on the bill: the license, what the charge is for, the customer, the period, the list price and the amount.
Contact support on the same page raises a question about that specific bill, so you do not have to restate which one you mean.
Price snapshots
A price list change never affects a bill you already have.
Each license keeps the list price it was sold at as a snapshot. Price list versions are effective dated, and once a version is activated it cannot be edited.
In practice this means:
A running license keeps its list price for its whole term. Your tier discount is applied on top on each bill.
A new price list applies to licenses provisioned after it takes effect, and to renewals that change the data streams or the term, and to upgrades. These become the license's new snapshot.
Re-downloading an old invoice always produces the same figures.
When a bill is overdue
An unpaid bill moves your account along a fixed reminder ladder, counted from the due date:
7
Payment reminder. Nothing is blocked yet
14
Credit hold. No new licenses and no new trials
30
Renewals blocked. Renewals and auto renew stop as well
60
Service cut pending. RTKdata reviews the account and may suspend running licenses. This is never automatic
Each stage shows as a banner on your dashboard and arrives as a notification. Paying the outstanding bill lifts every restriction.
Billing issues on a customer
The Billing column on the customer list, and the Billing Issues tile above it, flag customers with at least one suspended or expired license. Opening the customer shows which one.
Next
Licenses & Provisioning - what gets billed and when
Procurement & Invoicing - VAT and billing on the commercial side
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