This is a Managely Pro feature.
Billing users can roll up multiple quantity-based recurring line items into a single invoice line that displays the total quantity and total amount. This gives their customers a clear, consolidated view of recurring charges while Managely maintains itemized details for reporting, reduction, revision, and compliance.
In previous versions of Managely, when using quantity based RMR and the Sub-Item Of roll-up function, the invoice displayed only a generic rolled up line. The summed quantity of the child lines was not shown on the invoice. Users could not reconcile billing when quantities and rates varied.
We changed the RMR invoice generation process where items are configured as roll-up and the Quantity Billing option is enabled. Previously, these items were always displayed with a quantity of 1. Now the actual quantity stored in the database can be shown instead.
To activate this, ensure both configuration flags are enabled:
- Setup > Company > System Defaults: Show Quantity in Line-Item Rollup = YES
- RMR Form: Show Quantity = YES
The grouping structure on the customer RMR grid page offers better visibility and billing verification. The grid has a group header regarding roll-up Item code. It has two sections:
- RMR: Displays items that are not roll-up.
- Rollup: Displays items grouped under their respective rollup item code.
It a Quantity column to enhance clarity:
- If the RMR is non-roll-up and Quantity Billing is disabled, a default quantity of 1 is displayed.
- If Quantity Billing is enabled or the item is a roll-up, the quantity displayed is the value saved in the database:
