Billing Cycles and General Information

Billing-related items are displayed in the Business Overview landing page, Dashboard, Reports and Billing modules.


The platform features supporting billing include...

  • Pricebook management
  • Customer Billing Reports
  • Generating proforma invoices or billing statements (click this link to learn how Billing Statements can be generated)
  • Downloading usage and cost data in .csv and .pdf file formats


Most cloud provider services bill in arrears.  It takes about 5 -15 business days following a month close to finalize billing data. Notification of billing settlement can vary by TD SYNNEX's Global regions and counties.  If you have questions, please reach out to your local team for clarification.


FYI... Invoicing prior to notification may result in variances and billing reconciliation issues.  


Important! Changes made to pricebooks, custom charges, and discounts (support plans or global discount settings) after settlement notification are only reflected in the current month's data. 


Notifications of a month's billing data closing period are subject to your country and/or region operational practices.  If you have questions related to billing, please open a Support Ticket.



The graphic below illustrates of a billing cycle

The target range is the estimated timeframe for the action illustrated in the orange boxes. The date points represent the completion of the action. This timeline is not a service level guarantee, but rather an example of a typical billing cycle.


The billing process varies by country.  Please reach out to your local team (emails provided above) for specific details related to your country.

 


Invoices and Billing Statements

Invoices or billing statements are generated in the platform via the cloud vendor customer billing reports and currently support full calendar month billing cycles. You cannot generate a monthly invoice view across calendar months (example: March 15 through April 14).


TD SYNNEX generates an invoice by cloud provider each month. 


Currently, the billing format on statement generated in the platform is consolidated under two grouping options, that you set:

(1) by service category 

(2) by Account by service category


The platform billing statements are always separated by customer. The default Billing Reports display cloud service fees by customer, by account or subscription. See the Reports article for more information on how to process billing reports.


It is important to generate billing statements in the platform each month for each cloud provider. The purpose of the billing statements includes:    

  • Creates a static detailed accounting of the usage and billing data for a calendar period 
  • Provides the ability to extract detailed billing information
  • Enables end customer access to detailed billing reports from the end customer portal.

Please read the Knowledge Base article titled:  How to Generate Customer Billing Statements (SIE Invoices)


US Sales Tax, VAT and GST Fees

Depending on your region, you may see taxes associated with your country.


US Resellers, please note the following:

  • AWS US Sales Tax: You may see tax fees in the Customer billing reports, billing statements and Invoices. Most often US Sales taxes are disputed on your behalf as part of our operational practice. Telecommunication taxes are eligible for tax refunds.
  • AWS VAT and GST Fees: There is no exemption for VAT and GST fees billing from AVT Technology Solutions, LLC as this legal entity is not exempt. The fees are determined based on the Billing address and your Contact address in the member (linked) account.



Invoice Settings and Options

To view and set customer Invoice (Billing Statement) options, go to Settings > Billing > Invoice Options.


Invoice Options Settings:

  • Term Type
  • Azure Billing Day (if you are on a calendar month cycle, the setting is the 31st, check with your country support staff to confirm the billing cycle)
  • Next Invoice Number
  • Term Value
  • AWS RI Purchase (default should be "Invoice for RI Purchase at the end-of-month")
  • Invoice Notes (Example: "This Billing Statement is for Informational Purposes only.  Your actual invoice will be emailed to you")

Toggle On/Off Buttons - Invoice Options

  • Include credits for tax calculations
  • Include Custom Fields in invoice header
  • Group invoice lines by cloud account
  • Show payment method on invoices
  • Add rounding adjustments to invoices



General API Info

The platform reads consumption and billing information directly from the cloud provider through scheduled API calls. 


To set up billing using the API, generate the API keys.  API keys are in the Settings module under the Account Information menu.  From the Account Information page, you can configure and test the API integration via the link below for the ION API Swagger UI.

 

https://www.tdsynnex.com/ion/api


You can access the StreamOne Ion API at the following URL 


https://ion.tdsynnex.com/api/v1


For more information regarding API's, please read the Knowledge Base articles:  



To submit a support request, in StreamOne Ion, click the "?" icon in the upper right menu bar or click Submit a ticket in the Knowledge Base. Fill out all mandatory fields or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.