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Missed Billing

Navigation: More → Operations → Missed billing (also Home → Needs attention)

Web vs mobile: Full apply workflows run on mobile, including bulk apply and offline queue for snooze, ignore, and review actions. Complex mapping rules and CSV imports remain on BillingOne web. Push notifications deep-link to billingone://missed-billing.

Missed billing surfaces revenue opportunities where RMM data, Pax8 subscriptions, or contract lines do not align — unbilled devices, quantity gaps, or unmigrated products.

Queue Tabs​

The queue is split into tabs:

TabContents
AllEvery open opportunity
Ready to applyItems with a resolved mapping ready for one-tap apply
SnoozedTemporarily deferred items
IgnoredDismissed with reason
ReviewedMarked reviewed without apply

Switch tabs from the segmented control below the summary header.

Opportunity List​

Each row shows:

  • Client and severity (high, medium, low)
  • Description — what is missing or misaligned
  • Estimated monthly impact — projected revenue if fixed
  • Suggested action — apply mapping, link contract, etc.

Opportunities sort by severity, then impact, then client name. Search filters client and description text.

Opportunity Detail​

Tap a row for full context:

  • Root cause summary
  • Related devices, subscriptions, or contract lines
  • Apply mapping — Push suggested fix to contract or subscription
  • Snooze — Hide until a date
  • Ignore — Dismiss permanently with optional reason
  • Mark reviewed — Acknowledge without applying

Role Finance and above can apply mappings; viewers see read-only detail.

Apply Mapping​

For ready to apply items:

  1. Open the opportunity
  2. Review the proposed mapping (product, quantity, contract line)
  3. Tap Apply
  4. Confirm — the contract or subscription updates on success

Bulk-ready items show a badge on the list row.

Snooze, Ignore, and Review​

ActionWhen to use
SnoozeClient asked to defer; revisit next week
IgnoreFalse positive or not billable
ReviewSeen and triaged; no apply yet

These actions queue offline when you have no connectivity and flush automatically when back online (see Offline & Sync).

Bulk Apply​

Select multiple ready to apply opportunities:

  1. Tap Select in the toolbar
  2. Check opportunities (must share compatible apply plans)
  3. Tap Bulk apply
  4. Review the preview plan — grouped by target contract
  5. Confirm — progress shows per item

Bulk apply requires the same permissions as single apply. Incompatible selections are disabled with an explanation.

Filters​

Filter by:

  • Severity — High, medium, low, or all
  • Client scope — One client from global scope
  • Queue tab — As above

Filter chips and the filter sheet stay in sync with search.

  • billingone://missed-billing — Open queue
  • billingone://missed-billing?clientId={id} — Scoped to client

Push notifications from missed billing alerts open the relevant opportunity directly.

Tips​

  • Start on Home — Missed billing card shows count and total impact
  • Work ready-to-apply first — Fastest path to recovered MRR
  • Use bulk apply at month-end for similar SKU gaps across clients
  • Snooze instead of ignore when waiting on client confirmation