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Invoice Review Job Aid
Table of Contents
Note: All numbers and costs shown in this job aid are for demonstration purposes only and do not reflect actual pricing or customer invoices.
Fleet Invoice Description Details and Layout
This job aid provides a walk through of the Fleet invoice sections and identifies key billing components. This job aid will help identify:
- Bill and Invoice Information.
- Monthly Billing Breakdown.
- Call and Data Detail.
- News You Can Use/Important Information.
- Rate Plan Structure for Fleet.
- Various Types of Charges.
Bill and Invoice Information
Bill Information
The header on each page of a paper bill contains:
- Page: Page number and total pages of the bill.
- Bill Cycle Date: Dates of the billing cycle.
- Account: Lists the account number.
- Foundation Account: Lists the FAN, if applicable.
- Purchase Order: Lists the purchase order number (PON), if applicable.
- Invoice: Lists the invoice number if applicable.
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Invoice Information
- Invoice number: Unique number given to each invoice.
- Invoice Date and Due date: The dates when the invoice was created and will be due, based on payment terms.
- Fleet Account: Account being billed.
- Payment Terms: Payment is due based on the contract terms.
- Billing Period: Monthly period being billed.
- Billing Currency: Billing currency based on contract.
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Monthly Billing Breakdown
- Description: This column lists each region and rate plan that is being invoiced
- Account Level Charges: This section details any charges or credits assessed to the customer at the account level during the bill cycle. Charges include items such as monthly recurring charges (Plan and feature charges), account level rate plan prorations, equipment charges, one-time charges (late fees), surcharges/other fees, government fees and taxes.
- Price: The price for that plan, based on the contract.
- Subtotal: Total cost of all costs for the month without taxes.
- Tax: Applicable taxes based on the primary place of use (PPU).
- Total: Total cost of invoice, including all taxes and fees.
- Total Due: Total due by the date shown in the Due Date section.
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Call and Data Details, News You Can Use, and Important Information
Call and Data Details
The paper bill displays Call and Data Details for each wireless number on the account if the customer requests detailed billing.
Most accounts do not have their Call and Data Details displayed on the paper bill, but the details can be viewed online.
News You Can Use
This section displays the marketing messages, which change each month.
Important information
This section displays messages that appear on the paper bill each month, such as the Mobility Tax ID and the AT&T Surcharge messages.
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Rate Plan Structure for Fleet
Fleet customers will always have the following fees:
- Data Plan cost.
- Subscription fee cost.
- Modifier (credit) to subscription fees to meet contractual pricing (if applicable).
- Activation fees waived – contract will state (if applicable).
Timing is critical for billing. In some cases, it may take two bill cycles for all charges to show. One month, there many be one-time equipment charges and the next month there may be subscription charges of the devices. These differences can be explained by the timing/processing of the order and the end of the bill cycle.
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Things to consider when reviewing your invoice –
activation fees, equipment charges, rate plans, subscription charges, shipping, and install charges (offsite install, onsite removal). |
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Invoice Sections
Explaining charges and highlighting specific items for each invoice section.
Invoice Summary
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The Invoice Summary section provides the following:
- Service summary
This section provides the summary of services. It breaks out the services and shows the totals for each segment.
Account level charges would be equipment, installs, etc.
- Total services
Total services are all services combined for this bill cycle.
- Total due
Total due is a combination of current charges listed in the Service Summary section and could include any past amounts from previous invoices.
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Remit to Section
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The Remit to section provides the following:
- Ways to Pay
- Balance Due / Due Date and Account Number
- Remit to Address
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Account Charges
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These are the charges at an account level, such as equipment, one-time charges, surcharges and other fees, government fees and taxes.
- Equipment charges – lists quantity, price, transaction number, and product being invoiced.
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- Sales tax for equipment and installation.
- One-time charge for late payment fee.
- Total charges including taxes for this section.
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Wireless Section
- Service change – partial month charge.
- Service change – partial month charge.
- Contracted credit added – partial month credit.
- One-time charge.
- One-time credit.
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News You Can Use/Important Information
- News You Can Use
Displays marketing messages, which change each month.
- Important Information
Includes how to reach AT&T if you have any questions about your product, as well as important information about late fees, electronic check conversion, and details about surcharges and other fees.
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Install Charges
Install charges can appear two different ways on an invoice – Billed per CTN or Account level.
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Surcharges and Other Fees
AT&T imposes additional charges on a per line basis, including:
- Federal and state universal service charges.
- An Administrative Fee (to defray certain expenses including charges AT&T or its agents pay to interconnect with other carriers to deliver calls from AT&T customers to their customers, and charges associated with cell site rentals and maintenance).
- A Regulatory Cost Recovery Charge (to recover costs of compliance with certain government imposed regulatory requirements, including Wireless Number Portability and Number Pooling, and E911).
- A Property Tax Allotment surcharge applied per Corporate Responsibility User’s assigned number.
These fees are not taxes or charges that the government requires AT&T to collect from its customers.
| Examples of Percentage Based Surcharge |
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Examples of Flat Fee Surcharge |
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Federal Universal Service
State Universal Service
Gross Receipts Tax Surcharges
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Regulatory Cost Recovery Charge
Property Tax Allotment
TDD Surcharge
Poison Control Surcharge
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Taxes
A government mandated charge (percentage based or flat fee) is imposed by federal, state, or local statute on the final consumer.
AT&T bills these taxes to the customer as required by law and remits the taxes due directly to the appropriate government agency. Taxes appear in the “Government Fees and Taxes” section of the bill. Tax calculations are based on the Primary Place of Usage (PPU).
| Examples of Percentage Based Taxes |
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Examples of Flat Fee Taxes |
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State Sales Tax
City Sales Tax
Municipal Telecommunications Tax
Communications Services Tax
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E911 charges
Emergency Service Charge
att.com/e911
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Tax Exemptions – Submit for tax exemption at: www.att.com/taxexempt.
Note: The Business name entered in the Web portal tool must only contain letters, numbers, and spaces. If any special characters are used, the case tool will not create a case; however, there will be no indication of an issue. Upon completion of proper documentation, the expected turnaround time for updating the customer’s service account is 1-2 billing cycles.
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