Creating invoices manually

	mytem360 / Billing / Invoice list
	Creating an invoice in mytem360 manually

click on the "Invoice list" tile. 

You can manually create an invoice that will have its own period, products, and whose costs will be available for analysis in the mytem360 dashboard, reports, and other related tools such as an export.

To create an invoice from scratch, click on the button.

The seven steps below guide you on how to create an invoice.

Provider:

When you click on the drop-down button of the provider field, all the active providers in mytem360 will be listed. Simply click on the one you need and then .

In case you need to create an invoice for a provider that is not in the drop-down (for example an internal provider), consult the page below in order to create the said provider and link billing/sub-billing accounts to it.

Manage my root's providers

Account:

The list of accounts, billing sub-accounts are available for the chosen provider are shown.

In the optional payment address section, the recipient and address configured for the selected account/sub-account above will be filled in automatically. However, you have the option to modify it if needed.

After selecting the relevant account, click .

Invoice number:
You are now asked to enter your invoice number and confirm it by clicking on the button .

Since an invoice number must be unique for a supplier, mytem360 performs a uniqueness check. In case of duplication, the Invoice number field will be written in red.

Provider Products:

1 – Add lines and products manually
2 – Import lines and products via a matrix

1 – Add lines and products manually

If the invoice contains only a few lines and billed products, you can add them by clicking the "Add" button.

A window will appear prompting you to enter a line and select a service.
Once the line is filled in, click the "Select a service" button.

You can either select from an existing list of products, or create one from scratch.

Option 1: select a service

A window appears listing all the products that have already been uploaded for this provider in mytem360. In our example below, mytem has uploaded over 5662 products for AT&T Mobility.

To easily find the product(s) you wish to upload into your invoice, search and filter tools are available when you point your mouse on the column titles.

Click "Submit" after selecting the product(s), which is now added to your invoice.

You can then enter the quantity and the unit price.

You can enter a negative unit price for discounts and adjustments.

* New Feature Release – September 30, 2025* The quantity can be expressed with decimals (to account for prorated product quantities. For example, terminating a line in the middle of the month may lead some operators to invoice a subscription product quantity of 0.5). 

Option 2: Create a service

You can manually create a product which has never been uploaded in mytem360, and thus visible is the list in option 1 above.

*Fill in the fields below as indicated in the image.

• Product name (name you wish to give to the product)
• Segment (Fixed, Mobile, IT Service)
• Product type and group (Data subscription, Voice subscription, Options, One-off services)

Click on the "Submit" button to add the product.

You can now enter the line number, the quantity and the unit price.

You can enter a negative unit price if needed, such as for discounts and adjustments.

* New Feature Release – September 30, 2025* The quantity can be expressed with decimals (to account for prorated product quantities. For example, terminating a line in the middle of the month may lead some operators to invoice a subscription product quantity of 0.5). 

Option 3: Add products and lines via a matrix

In the case of an invoice containing many lines and billed products, you can add them using a matrix by clicking the "Import" button.

A window will appear, allowing you to drag and drop a pre-filled matrix or download a blank template.

The table below is a matrix template.

The 'Correlation table' tab will help you complete column C 'Product Group ID'

The columns that contain numbers must be in TEXT format (through the Data/Text to Columns menu).

Once completed, simply drag and drop the matrix into the window below.

Your lines and products will then be displayed.

Periodicity:

You have to choose the billing period.

Click on the "Next" button to confirm your choice .

Type of billing and dates:

You now have to enter the billing end date, as well as its date of issue.

• The end date of the corresponds to the date of the last usage in your invoice.

Mytem does not require the billing start date because it is counted from the invoice end date and the period that you have entered - monthly or bimonthly.

• The billing issue date corresponds to the date it was created. It is often falls one or two days after the last usage.

Click on the "Next" button to confirm your choices

The invoice end date will determine month your invoice will be listed in mytem360

Invoice Summary:

The summary gives you all the information you have entered from the first step.

Click on the "Submit" button to finally create your invoice.

Click on the "Invoice List" tile to get to that module and check your new invoice.

*

*You can see invoice number 03211934 for the month of September 2025 in accordance with the information provided at the time of its creation and the invoice display rules in mytem360.

The link below elaborates on the rules mytem360 follow to display an invoice.

Invoice date/period management

Now that you have created a new invoice, its Status column shows you

, which indicates that the product, unit price and quantity information, .... are not yet available in the database. This information will only be available after the nightly database processing. Once the database has finished, the status will change to .

As long as the status  is set to ,  the invoice information is not yet available in the dashboard, reports, or financial tools in mytem.

As soon as the status  changes to , you will be able to benefit from all the functionalities proposed when you click on the button at the end ofthe row holding your invoice.

When your invoice is you can not yet push through with billing verification in the workflow. 

Also note that an invoice can no longer be edited if its workflow status  has reached further, such as  analytical view. Only the status will allow for modifying the invoice.

The page "Advancing the validation workflow of an invoice" tells you more:

https://saaswedo.zendesk.com/hc/en-us/articles/4565138559636-Invoice-validation-workflow

"*This information sheet is currently being updated"