Projected Billing

The Projected Billing Report is found under Reports → Payments → Projected Billing

This report is designed to provide projections for the next billing cycle, including estimates of the billing amount of you should see on specific dates.

Use the Date Range and Filter selections to refine your search.

Filter Definitions

• Date Range : Choose either the defaulted date ranges or your own specific dates.

• Rebill Projections : This is the percentage of rebills you think will be successful on the initial attempt for each cycle. Edit these default values to reflect your rebill retention rates.

  • Rebill #1 : The retention rate of purchases on their first rebill (cycle 2).

  • Rebill #2 : The retention rate of purchases on their second rebill (cycle 3).

  • Rebill # 3 : The retention rate of purchases on their third rebill (cycle 4).

  • Additional : The retention rate of purchases on their forth rebill, and on (cycle 5+).

• Recycle Projections : This is referring to Recycle Billing and what percentage will successfully bill after reattempts. Edit these default values to reflect your recycle billing retention rates.

  • Recycle #1 : The retention rate of recycled purchases on their first rebill (cycle 2).

  • Recycle #2 : The retention rate of recycle purchases on their second rebill (cycle 3).

  • Recycle # 3 : The retention rate of recycle purchases on their third rebill (cycle 4).

  • Additional : The retention rate of recycle purchases on their forth rebill, and on (cycle 5+).

• Campaign : Filter for transactions within a specific campaign.

• Campaign Category : Filter for transaction within a specific campaign category.

• Product : Filter for transactions where a specific base product was purchased.

• Base Currency : Filter for transactions that ran in a specific currency.

• Country : Filter for transactions from customers in a specific country.

• Affiliate : Filter for transactions associated with a specific affiliate.

• Call Center : Filter for transactions associated with a specific call center.

• Gateway : Filter for transactions that ran against a specific gateway.

• Gateway Category : Filter for transactions that ran against a specific gateway category.

• Pay Source : Filter for transactions that used a specific pay source.

• Prepaid Cards : Filter for transactions that used a prepaid card.

Click the green Search button once you have made your filter selections. Once a search is submitted, scroll down to view the charts and data tables.

The charts provide a visual representation of the projected revenue. You may select to view the chart as a bar graph or line graph.

The data table can be viewed By Campaign, By Source, or By Gateway.

Table Definitions

By Campaign : See a breakdown of the data by campaign.

By Source : See a breakdown of the data by source (affiliate).

By Gateway : See a breakdown of the data based on the gateway used for the purchases.

This report looks for all purchases created on or after the Start Date, and projects their rebill returns between then and the chosen End Date.

• For example, if a purchase starts it’s billing this month, and rebills again next month, it will show up on a combined report for those months, but not on a report just for the second month.

It is also important to note that this report is really only intended to project for the next billing cycle (Next 30 Days if you are billing monthly) because the next billing date is set only when the current billing cycle is complete.

The way the system works is it bills and if successful the system then schedules the next billing, so there's really only one billing cycle scheduled ahead for each purchase.

Projected Billing Table Header Definitions

• Campaign/Source/Gateway: The campaign/source/gateway that the rebills are running against/

• #: The number of rebills taking place that day.

• Rev: The amount of revenue projected to be made that day. Calculated from Billing Dates, Rebill Projections, and Recycle Projections.