BillingReconcileReports
Billing History
Billing History helps MSP teams review reconciliation snapshots from previous billing periods, compare movement across periods or selected day ranges, and understand whether client or service discrepancies are recurring.
When to use Billing History
- You want to compare the current billing period against a prior period.
- You want to review what changed across a specific day or short date range.
- You need to understand whether underbilling or overbilling is improving over time.
- You want to review client-level billing impact from a previous month-end review.
- You need a clear summary for an internal billing, finance, or operations conversation.
What Billing History shows
The page starts with controls for choosing a billing period, a comparison period, integrations, clients, and an optional day range. Use period controls when you want a month-to-month review, or select a day range when you want to focus on a few days of reconciliation history.
Summary cards show key billing impact metrics such as underbilling, overbilling, net impact, discrepant clients, reconciled clients, and unresolved work for the selected view.
Historical Reporting is meant to support review and decision-making. It gives your team a clean view of what changed without requiring everyone to reconstruct prior month-end work from spreadsheets or notes.
Trend and comparison views
Billing impact over time
Review how underbilling, overbilling, and net billing impact have changed across recent billing periods. This helps your team spot recurring movement and prioritize follow-up.
Period comparison
Compare two periods to see which discrepancies are new, resolved, increased, or decreased. Use this to understand what changed since the last completed review.
Day-range review
Select a day or short date range to review more recent movement between snapshots. This is useful after a sync, cleanup pass, or mid-period billing review when you want to confirm what changed without waiting for month-end.
Client and service history
Client history helps you review which customers carried billing impact in the selected period, how that compares with the comparison period or selected day range, and which integrations were involved.
Service and product history helps you identify recurring billing items, quantity differences, and services that may need mapping or contract review.
Exports
Historical Reporting supports CSV exports for selected-period summaries, client breakdowns, service or product breakdowns, and comparisons. When a day range is selected, exports follow the same filtered view so your downloaded report matches what your team reviewed on screen.
Exports are useful when your billing team needs to document a month-end review or share follow-up work with finance and operations stakeholders.
Availability
Current plans include the active reconciliation workflow and lightweight previous-period context. Billing History is available with the Historical Reporting add-on for teams that need deeper historical review.
To add Historical Reporting, visit Subscription & Billing from your organization settings.