Software Billing Process and when a transaction is counted on the Tai invoices.
Scope
This document will describe the invoicing and transaction counting system used for Tai Software Billing for all software products.
Transaction Processing
- All transactions are processed and counted by this tool.
- Transactions are saved in SQL and available using the TMS.
- Transaction details are viewable from TMS under the account drop-down menu.
Transaction Counting
- A Shipment Transaction (TMSFreightBooking) is counted the moment a shipment is in an active status.
- Any time a shipment hits a status other than 'Quote', 'Committed', or 'Canceled', a transaction will be billed.
- This applies even if it is in a dispatched status for 2 seconds.
- The transaction billing date will show the night after the transaction is created.
- Public Marketplace Transactions are counted ONLY for the seller on the tariff.
- Public Marketplace Transactions for Tariff Seller will also incur a TMS Shipment Transaction for the seller.
- Public Marketplace Transactions will be removed from the billing profile (shown as a quantity of 0) when they are canceled in the same calendar month.
Contract Changes and Invoice Adjustments
- Contracts will automatically renew with the agreed-upon annual adjustments on the month that the contract renews,
- Additional transactions or additional charges for a custom project or new feature will be automatically added to the upcoming invoice.
- Escalated invoice concerns should be directed to accounting@tai-software.com.
Customer Tools and Visibility
- Customers have access to view invoices and activities. A link is available from the user drop-down menu in TMS.
- All invoices from November 1, 2021, are available in Recurly
- Unbilled activity for the current billing period is available.
- Transaction-level data is available for invoices and current activity.
- Invoices that are paid will be visible in the portal.
Invoicing Process
- Unbilled activity is available at any time. This provides transparency in billing and the ability to review billing at any time.
- Invoices are generated on the 1st day of the month. This is done as an automated process.
- Transactions are counted from the start of the billing cycle until midnight PACIFIC TIME.
- Invoices are emailed from Recurly.
- Automated payments are processed when invoices are created. This includes ACH and Credit card payments.
Payment and Past Due Process
- Payment is required by eCheck or Credit Card when the invoice is created
- Payment not received within 20 days after the invoice due date may result in immediate suspension of services
- Suspension of Service will not result in data loss but will prevent access to the application
- Please refer to our terms and conditions for more details