> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bill detail

> View and edit a single utility bill's charges, usage data, and metadata.

<Tip>
  Need help in this area? See [Data Inventory FAQ](/platform/data-inventory/faq).
</Tip>

Navigate to [**Data Inventory**](https://dash.nectarclimate.com/data-inventory) > **Bills** > click any bill to open its detail page. The bill detail page gives you full visibility into a single utility bill's charges, usage data, line items, and processing history.

## Layout

On large screens the page uses a **resizable split**:

* **Left panel** — Bill information, notes, and **tabs** for usage, charges, connection, and account
* **Right panel** — **Document preview** for the original PDF or image (when available)

On smaller viewports the file panel may be hidden; use **Actions** > **Open file to side** or **Hide file** when a document exists to show or collapse the preview.

## Revised bills

When a bill has been revised by a newer bill, or when it is itself a revision of an older bill, a banner appears at the top of the page:

* **Amber banner** — "This bill has been revised. Its data is excluded from analytics." Appears when the bill has been superseded by a revision.
* **Blue banner** — "This bill is a revision that replaces a previous bill." Appears when the bill is itself a revision.

### Comparing documents

When viewing a bill that is part of a revision chain, the **document preview** (right side on desktop) can show the original and revised files. Use **Actions** > **Compare documents** (when a revision link exists) to open a side-by-side view.

### Linking revisions

To link a bill to its revision:

1. Open the bill detail page
2. Click **Actions** > **Link revision...**
3. Search for the related bill by date, invoice ID, or paste the bill URL
4. Select the direction (which bill is the revision)
5. Click **Link as revision**

To remove a revision link, click **Actions** > **Unlink revision**.

## Tabs

### Usage

Usage data records for each meter on the bill. Each record includes the site, billing period, consumption amount, and units. Click **Add usage data** to create a new entry or click an existing row to edit it.

The usage data form supports all commodity types including electricity, gas, water, solar, waste, fuel, and district energy. Demand meter readings (peak demand, demand units, time-of-use periods) are also displayed in this tab when present.

### Charges

The Charges tab displays charge details and line items extracted from the bill:

* **Total charges** — The top-level total amount
  * **Delivery charges** — Charges from the local distribution utility
  * **Supply charges** — Charges from the energy supplier
  * **Taxes & fees** — Applicable taxes, surcharges, and regulatory fees

Individual line items are listed below with description, amount, and category. Click **Add line item** to create a new entry. Click any existing row to edit or remove it.

### Connection

Displays which connection produced this bill, including the connection name, utility provider, and status. Click the connection name to navigate to its detail page.

### Account

Shows the utility account associated with this bill, including the account identifier, site, and utility type. Click through to view the full [account detail](/platform/data-inventory/account-detail).

### Editing a bill

Sometimes Nectar's extraction is not perfect, or a bill has unusual charges that need adjustment. You can edit any part of a bill directly from the Usage and Charges tabs.

| What you edit             | What happens in your reports                                                                                |
| ------------------------- | ----------------------------------------------------------------------------------------------------------- |
| **Charges or line items** | Cost analytics and cost exports update immediately.                                                         |
| **Usage data**            | Consumption totals change in analytics and exports for the associated meter and site.                       |
| **Service dates**         | Changes which billing period the data falls into. This can shift data between months in time-series charts. |
| **Demand meters**         | Updates peak demand reporting for electricity accounts.                                                     |

All edits take effect immediately. There is no draft mode — when you click save, the data is live across the platform.

### Revision history

Open **Actions** > **Revision history** to see a chronological log of all processing events and changes made to this bill:

* When the bill was first ingested
* Extraction and processing steps
* Manual edits by team members (the field that changed, old value, new value, who made it, and when)
* Status changes and issue resolutions

The revision history supports two view modes — **Formatted** (a table showing each changed field with its before and after values) and **Raw JSON** (the underlying data for technical review).

<Info>
  Revision history shows changes from the last 12 months. Older records are archived automatically. If you need access to archived revision data, contact [support@nectarclimate.com](mailto:support@nectarclimate.com).
</Info>

## Data quality issues

When Nectar detects a data quality problem on a bill, **resolution cards** appear above the bill tabs. Each card shows:

* The **issue type** (e.g., "Potential duplicate bill detected" or "No usage data")
* A **severity indicator** — red for action-required issues, amber for review-and-verify
* **Guided resolution steps** specific to the issue type — for example, comparing duplicate documents, editing inferred data, or dismissing the issue with a note

Once all issues on a bill are resolved, the bill is included in analytics and exports again.

You can also manage issues in bulk from the [Data Quality > Issues](/platform/data-quality/issues) triage inbox, which lets you work through all flagged records in your portfolio.

For the full list of issue types and resolution workflows, see [Data Quality — Issues](/platform/data-quality/issues#issue-types) and [Glossary — Data quality issue](/platform/glossary#data-quality-issue).

## Actions

* **Flag / Unflag** — Use the **flag** icon beside the bill title to manually flag or unflag a bill.
* **Actions** menu — Opens grouped items:
  * **Navigate** — **Copy link**; **Revision history** (view all changes made to this bill); when a file exists, **Open file to side** or **Hide file** depending on whether the preview is visible
  * **Manage** — **Attach document** when no document is attached (upload a PDF, PNG, or JPG as supporting evidence); **Replace document** when a document is already attached (admin only); **Link revision** when none is linked; **Unlink revision** and **Compare documents** when a revision link exists
  * **Danger zone** — **Delete** (permanent)

<Note>
  When you attach or replace a document, Nectar checks whether the same file has already been uploaded for another bill. If a duplicate is found, the upload is rejected and you'll see a message identifying the existing bill. This prevents the same document from being associated with multiple bills.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I edit charges directly?">
    Yes. Use the **Charges** tab: add, edit, and remove **line items** there. Changes flow into the charges tree above.
  </Accordion>

  <Accordion title="What if the PDF preview is missing?">
    The document preview is available for bills ingested via a connection or file upload.
    If a bill has no document (for example, a manually entered bill), an info message appears
    in the preview panel. You can attach one at any time via **Actions** > **Attach document**.
  </Accordion>

  <Accordion title="How do I reassign a bill to a different account?">
    Open the **Account** tab and update the account association. You can also edit the usage data
    records to reassign them to different meters.
  </Accordion>

  <Accordion title="What happens when a bill is revised?">
    When a bill is marked as revised, its data is excluded from analytics calculations. The revised
    bill's data replaces the original in all reports. You can compare the original and revised
    documents side by side using **Compare documents** (when a revision link exists).
  </Accordion>

  <Accordion title="Is it safe to edit bill data?">
    Yes. Editing bill data is a normal part of the workflow. Every edit is recorded in the revision
    history, so you can always see what changed and revert it manually if needed. Changes take effect
    immediately in analytics and future exports.
  </Accordion>

  <Accordion title="Can I undo an edit to a bill?">
    There is no automatic undo button, but every edit is recorded in the revision history with the
    previous value. Open **Actions** > **Revision history** to see the full change log. You can then
    manually change the value back to what it was before.
  </Accordion>

  <Accordion title="Why is my bill missing usage data?">
    There are a few common reasons: the PDF may have been hard to read and Nectar couldn't extract
    the numbers; the bill may be a summary bill that shows only charges without detailed usage; or
    the usage data may be on a separate page that wasn't captured. Check the original document and
    enter the values manually from the **Usage** tab if needed.
  </Accordion>

  <Accordion title="What is a summary bill?">
    A summary bill is a consolidated invoice that covers multiple accounts or locations on a single
    document. These are common with large commercial customers. Summary bills may show only totals
    without per-meter breakdowns. Nectar does its best to split the data across the correct accounts
    and meters, but you may need to review and adjust the results.
  </Accordion>

  <Accordion title="How do I download the original PDF?">
    Open the **document preview** on the right (on desktop) or via **Actions** > **Open file to side**
    when the preview is hidden. Use **Download** in the preview toolbar. If the bill was entered
    manually (not from a PDF), there will be no document to download.
  </Accordion>
</AccordionGroup>