Draft - Update Usage Amounts

Usage amounts represent the number of units consumed under a usage-based contract. Keeping these amounts updated ensures accurate billing and contract management. In Rillet, you can modify existing usage, add new entries, or remove usage amounts entirely.

Once usage has been updated, you can review the associated invoices to confirm the changes.

To Upload New Usage:

In the customer view, you will see a list of contracts associated with the selected customer.

1. Click the three dots (...) menu and select Upload Usage.

   
2. Click Download Template to get the CSV template.

   
3. Open the template and delete pre-filled lines.

   
4. Set the date for the usage.

5. Add the number of units of usage.

   
6. Save the file.

7. Go back to the platform and click Import via CSV to upload the template.

   
8. Drag and Drop the file or click Select File to choose it manually.

   
9. Click Upload to confirm.

   
10. Return to the Customer Contracts page.

    
11. Go to the Invoices tab.

12. Select the Invoice Number.

    
13. Verify that the uploaded usage is reflected correctly.