Viewing Bills

The Billing section gives you a clear picture of what you owe, what you’ve paid, and where your money is going. You’ll find it in the sidebar under Billing.

Note

Billing is available to admin and manager contacts. If you can’t see the Billing section, ask your account administrator to check your permission level.

At a glance

When you open the Billing page, you’ll see three main areas:

• Balance cards — your total invoiced amount, total paid, outstanding balance, overdue balance, and any credit balance
• Spend trend chart — a visual breakdown of your spending over recent months
• AI Insights panel — a plain-English summary of your usage and a spend forecast for the coming period

The balance cards update in real time as invoices are issued and payments are recorded.

Understanding your invoices

Invoice list

The invoice list shows all invoices for your account. You can filter by:

• Status — draft, issued, paid, overdue, void
• Overdue — show only invoices past their due date
• Unpaid — show only invoices with an outstanding balance

Each row shows the invoice number, status, billing period, issue date, due date, total amount, and amount still due.

Invoice detail

Click any invoice to see the full breakdown. The detail page includes:

• Invoice header — invoice number, status, issue and due dates, billing period
• Spend breakdown chart — a donut chart showing how your charges are split across categories
• Grouped line items — charges grouped by type, each showing the description, quantity, unit price, and total. Recurring charges display a frequency badge (monthly, annual, one-off) so you can tell at a glance which charges repeat

Tip

Look for the billing frequency badges next to line items. Monthly charges recur every billing cycle, while one-off charges only appear once — useful when comparing invoices month to month.

Downloading invoices

• PDF — click the download button on any invoice detail page to get a PDF copy
• CSV export — from the invoice list, use the export button to download a spreadsheet of all invoices (number, date, due date, status, net, VAT, total)

AI bill analysis

Omnixi uses AI to help you understand your bills without needing to dig through line items.

Bill summary

Each invoice includes a plain-English summary explaining your charges. For example:

“Your bill for June 2025 is £1,247.50, an increase of £94.25 (+8.2%) from May. The increase is primarily due to data roaming charges on 3 mobile lines during 15–22 June. Your regular monthly recurring charges are £1,153.25, unchanged from last month.”

This summary appears at the top of each invoice detail page and in your invoice notification emails.

Unexpected charge flagging

The AI automatically analyses your bills for anomalies. If something looks unusual, you’ll see it highlighted. Common flags include:

Flag	What it means
Unexpected charge spike	A line’s charges are significantly higher than the previous period
International/roaming surprise	Unexpected international or roaming usage on a line
Missing recurring charge	A charge that normally appears is absent this period
Wrong tariff rate	A charge doesn’t match the expected rate for the tariff

When anomalies are detected, the AI Insights panel on the Billing page will surface them with a clear explanation of what was found.

Spend forecast

The dashboard and Billing page show a spend forecast — an AI-generated projection of your likely spend for the coming period based on your recent trends. This helps you anticipate costs before the next invoice arrives.

Cost centre breakdown

If your organisation uses cost centres, the Billing page includes a cost centre breakdown section that shows spend allocated to each department or team.

What you’ll see

• Spend per cost centre for a selected period
• Hierarchical rollup — if your cost centres have a parent/child structure, child spend rolls up into parent totals
• Budget vs actual — when budgets are set, a comparison shows how each cost centre is tracking:
  • Amber at 80% of budget — approaching the limit
  • Red at 100% — budget exceeded
• Trend charts — see how each cost centre’s spend has changed over time

You can export the cost centre breakdown as a CSV file for use in your own reporting tools.

Department reports

For more detailed departmental analysis, go to Reports → Departments (available to admin and manager contacts). Department reports offer:

• Period comparison (month-on-month, year-on-year)
• Per-department budget progress bars
• Asset-level spend tables within each department
• Usage breakdowns by service type (voice, data, SMS)
• Monthly trend charts with budget overlay

Save time with scheduled reports

In Settings → Scheduled Reports, you can set up automatic billing and department reports to be emailed on a regular schedule — daily, weekly, or monthly.

Account statement

The Statement section lets you generate a full account statement for any date range. The statement includes:

• All invoices issued in the period
• All payments received
• All credit notes applied
• Running balance

This is useful for reconciling your records or sharing a summary with your finance team.

Tariff recommendations

Based on your usage patterns, Omnixi analyses whether your current tariffs are the best fit. You may see recommendations on the dashboard or in the AI Insights panel, such as:

• Downgrade suggestion — you’re consistently using less than 30% of your allowance, so a cheaper tariff could save money
• Upgrade suggestion — you’re regularly hitting 90%+ of your allowance or incurring overage charges, and upgrading would cost less than the overages
• Cease suggestion — a line has had no usage for 60+ days and may no longer be needed

Each recommendation shows the affected line, current vs suggested tariff, and the estimated monthly saving.

Act on recommendations

To change a tariff, go to My Services, find the asset, and use the Change Tariff quick action. This creates an order for the Omnixi team to process.

Payment methods

You can view and manage your payment method in Settings → Account. Omnixi supports:

• Direct Debit — set up via GoCardless
• Card payment — set up via Stripe
• Bank transfer — pay invoices manually using the details on each invoice

Your active payment method is shown on the Account settings tab along with your billing details.

Common questions

Why has my bill increased this month? Check the AI bill summary on the invoice detail page — it explains the key drivers behind any change. You can also compare the spend breakdown chart between months.

How do I dispute a charge? Contact Omnixi support by raising a ticket. Go to Support → New Ticket, select the “Billing” category, and describe the charge you’d like reviewed.

Can I download all my invoices at once? Use the CSV export on the invoice list page to get a summary of all invoices. For individual PDF copies, download them one at a time from the invoice detail page.

Who can see billing information? Admin and manager contacts can see billing data. Standard users cannot access the Billing section. To change someone’s access, go to Settings → Users.