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Billing Overview

 

Configure Billing

The billing file is an Excel CSV spreadsheet containing all of the data that your accounting system requires to manage your billing.  Meeting Hub is able to import into all accounting systems, however each system is slightly different and requires specific formats and information.  Therefore Meeting Hub will need to be configured to generate the billing file in the correct format for your system.  The configuration only needs to be completed once making future imports a quick and easy process.

The configuration settings are located under My Organization Settings and are explained in more detail on the Billing File Set-up page.

Generate Billing File

After the initial configuration is complete you will be able to easily generate the billing file and begin the process of importing into your accounting system.  Details on accessing the billing file are located on the Billing File Download and Import page.

Verify Extract

During your first import you may wish to verify and test the import to ensure that all of the required information is importing correctly.  During subsequent imports the verification is simply to ensure that the date range you have selected is displaying the correct bookings prior to ticking ‘mark exported for invoice’.  More information on this can be found on the Billing File Download and Import page.

Test Import

The test import is only required during the first import but can be added to your billing process as an additional check prior to completing the process.

Run Billing

Once you are happy that the information contained in the billing file is correct you can proceed to import it into your accounting system.  Speak with your accounts team to see how they manage imports from other systems as Meeting Hub charges will be imported in the same way.  More information on the import can be found on the Billing File Download and Import page.

Reconcile Payments

With the booking charges now imported into your accounting system please see the Reconciling Payments page for more information on how to reconcile Stripe payments.

in Manage Billing

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