IT Billing - Requesting Changes to Multiple Recurring IT Billing Charges

Summary

This article will guide you through how to request changes to multiple recurring IT billing charges in one submission using an uploaded spreadsheet based on the template available from this article.

Body

Objective

Request changes to multiple recurring IT billing changes in bulk using an uploaded spreadsheet.

Before You Begin

Gather the information required for the changes to recurring IT billing charges needed.

Steps

  1. Download the Change_IT_Billing_Information_Template.xlsx file from this page.
  2. Update the spreadsheet with the details of the existing and new information for IT billing charges that you need to change and save the file.
  3. Navigate to the Change IT Billing Information form.
  4. Select the "Change Recurring Billing Information (Multiple)" option for the Request Type.
  5. Upload the updated file in the Attachments section.
  6. Submit the request.

Additional Info

 

Details

Details

Article ID: 2130
Created
Thu 6/12/25 10:16 PM
Modified
Thu 6/12/25 10:18 PM

Related Services / Offerings

Related Services / Offerings (2)

Some services have a cost associated with them, and these services are billed to customers using a centralized billing process. Billing includes the assignment of time, materials, and other costs to applicable work orders. The Billing teams maintain price lists in billing systems (e.g., Planon, Pinnacle), monitors and tracks receipt of purchases made.
Customers who are currently have recurring charges for services can request the account information used for billing be updated.

Attachments

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