Claim Screen
The Claim Screen in the Billing Portal is where users review, manage, and prepare billing rows before they are pushed to the SMD. It provides tools to search, filter, and take action on billing data collected from platform reports.
Tutorial Video On Billing Portal claim screen
🧭 Navigation Overview
When you access the Claim Screen, you’ll find:
A search bar to look up billing rows quickly.
A filter bar to narrow down records.
A billing table that auto-populates monthly with platform data.
Bulk action icons (visible after selecting rows).
Action icons within each row for individual actions.
🔍 Search and Filter
✅ Search Bar
Located at the top left, this lets you search billing records by:
- Platform
- Advertiser
- Booking Order
- Line Item
✅ Filter Bar
Located on the top right, this allows filtering by:
- Platform
- Billing Status
- Report Type
- Claim Status
- OMnet Assignment
Date Filter:
By default, this shows data for the previous month (e.g., in December, you’ll see November data).
📋 Billing Table
The main table displays all billing rows for the selected date range. This data is auto-populated monthly from activation platforms.
🔽 Row Expansion
Clicking on a billing row will expand it to reveal campaign and line item details.
📦 Bulk Action Icons
These icons appear above the billing table and are activated when one or more billing rows are selected.
| Icon | Action | Description |
|---|---|---|
| ⬇️ | Download | Exports selected rows into an Excel file. |
| 🔀 | Separate Line | Separates selected billing rows from groupings on the Push Screen. |
| ❌ | Delete | Deletes the billing row. Admin access only. |
⚙️ Action Icons in Each Row
On the left-hand side of each billing row are two icons for individual actions:
| Icon | Action | Description |
|---|---|---|
| ✅ | Claim | Claims the billing row. Click again to unclaim. |
| 🔀 | Separate Line | Separates the row from aggregation in the Push Screen. Click again to revert. |
🧾 What Happens After Claiming?
Once you claim billing rows:
They become eligible for the Push Screen.
You can further review or adjust them before final loading.
Rows can be separated to ensure correct grouping during push to SMD.
📌 Notes
The Claim Screen is the first step in the billing workflow.
You can only edit the Separate Line state from this screen — not from the Push Screen.
Claiming helps prevent duplicate processing and keeps your loading accurate.
✅ Best Practices
Always review the row details before claiming.
Use the search and filters to narrow down large datasets.
Separate rows only when needed — to reflect different costs or placements.
Regularly download and save copies of your claimed billing data for reference.