Billing - x360Portal

Written By Heather Hootman (Administrator)

Updated at August 24th, 2021

In the x360Portal, you can use the Billing page to complete key Axcient billing tasks. If you have been assigned an Administrator or Accountant user account, you can manage payments, usage, statements, transactions, and more using the integrated NetSuite Customer Center.

Pay your invoice

You can access the NetSuite Customer Center using your preferred Web browser.

  1. In the x360Portal, click the Billing tab.
  2. In the Billing page, click the Make a Payment link.
  3. Select an Invoice to pay.
  4. Enter your credit card information. Optionally, select the Save this Card checkbox to keep the card on file for future payments. You can edit your payment information at any time.
  5. Click the Submit button. Or, click the Submit and Email button to receive an email copy of your receipt.

View billable usage lines

You can access billing usage details using the Usage Lines report.

  1. In the Billing page, click the View Detailed Usage link.
  2. To generate an HTML table of usage lines:
    1. Click the View List radio button.
    2. Enter the Start Usage Date and End Usage Date range.
    3. Click Submit Search button. You can view and optionally copy the content in the HTML table.

Print or Email Statements

To print or email statements:

  1. In the Billing page, click the Print a Statement link.
  2. Use the Statement Date field to select the specific date associated with the statement you want to view.
  3. Optionally, click the Show Only Open Transactions to filter out closed transactions.
  4. Click the Print button to view a PDF version of your statement. You can also email or fax a statement.

View the accounts receivable register

To view the Accounts Receivable Register:

  1. In the Billing page, click the See Accounts Receivable link.
  2. To view all current and past due invoice amounts, use the Date filters to generate a report.

View all transactions

To view a list of all transactions:

  1. In the Billing page, click the See All Transactions link.
  2. You can choose to export the transaction records as a text file, CSV file, or PDF file. You can also print the selected documents.