Tai Software Application Billing
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      3. Tai Software Application Billing

      Software Invoicing Process

      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. 

        *Shipments created via the Shipment importer will be billed.
        *Shipments created via the Shipment History Uploader will not be billed, as these are marked as "Completed" by your Support or Onboarding representative and are intended purely for historical data purposes.

      • 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