Billing

See frequently asked questions about billing in Billing FAQ.

There are two options for the Billing module:

  • Billing Accounts - data for Billing Accounts to which you are entitled.
  • Invoices - invoices to which you are entitled.

Billing Accounts

Billing Accounts identify the addresses where customer's invoices are sent. A customer may have more than one Billing Account. Each Market Data License can be tied to a particular Billing Account; if the license does not identify an account, then it is billed to the default Billing Account. Default billing accounts are created by CME automatically. The customer can request to change a designation, and appoint an alternative account to be a default. Account Manager will make that update.

  1. View and Add Billing Accounts
  2. Select Billing > Billing Accounts from the Menu Bar.

    The Billing Accounts screen appears:
  3. Select ADD to add a new account.
  4. Enter data in the fields and select SAVE.

Note: Newly added billing account is reviewed by the CME Account Manager; status of "NEW REQUEST PENDING" appears for the Billing Account until approved.

  1. Filter the Billing Accounts List

You can filter the list of billings accounts by entering data in the filter field that is part of any column--Account Name, Account Number, Company Profile, first line of address, Tax ID, PO Number, and Email address:

 

  1. View and Edit Details of Billing Account Name
  1. Select the particular Account Name from the Billing Accounts list.

    The system displays the Billing Account details and a history of invoices billed that account.
  2. Select Edit to modify the Billing Account and make changes as needed; select SAVE.
  3. Select Billing Accounts List to return to the previous page.

Note: Changes to the billing account are reviewed by the CME Account Manager; status of "CHANGE REQUEST PENDING" appears for the Billing Account until approved.

Invoices

The Invoices module displays a customer's history of invoices (since May 2016).

  1. View Invoices
  2. Select Billing > Invoices from the Menu Bar to display.

    The Invoices screen appears, which shows the Invoice Type and accumulated Amount Due:

  1. Generate Excel Spreadsheet of detailed Invoiced charges based on Location

You can download a spreadsheet with see details of an invoice. This contains the breakdown of every location ID's charges.

  1. Select Generate Excel for any Invoice row. The system gathers the invoice information and displays the spreadsheet icon in the row when finished.
  2. Select the spreadsheet icon to view; then select the downloaded Excel spreadsheet to open it:

Note: the spreadsheet breakdown of every location ID and the charges for each feed for the price and quantity.

  1. Filter the Invoice List

You can filter the list of licenses by entering data in the filter field that is part of any column--Invoice Number, Account Name, Account Number, Invoice Date, Invoice Type, Currency, and Amount Due.

  1. View Details of an Invoice Number
  1. Select the particular Invoice Number from the list.

    The system displays the invoice details, including totals by Fee, Service Period, and Location, which can each be

  2. Select Invoice List to return to the previous page.