TD SYNNEX StreamOne Ion

Billing 11

• Billing Menu Overview
• Create and Manage Custom Pricebooks
• Billing Cycles, Invoice Options and General Billing Information
• Customer Billing Statement (Invoice) Status Changes
• Reseller Invoice Options

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Customers 12

• Customer360 Overview
• Create a New Customer Profile
• Setup and Manage Customer End User Access
• Assign Customer Pricebook
• Support Plan Charges and Discounts

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Partners 4

• Partner Menu Overview
• Request access to Cloud Vendor Programs
• Delegated Admin
• Reseller MPN ID Location

Reports 4

• Overview of the Reports Menu
• How to Create, Customize and Download Billing Reports
• Generate Customer Billing Documents (Invoices)
• Pricebooks Allocation Report

Settings 19

• PSA Connectors - ConnectWise and Autotask
• Configure Terms and Customer EULA's
• ION Cost Management Fields vs Cloud Vendor Cost Allocation Tags
• Custom Fields: How to Create and Manage
• Cloud Account Fields: How to Create and Manage

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