Navigation Menu: Settings > Billing> Charges and Discounts

   

TIP:  For best results, use Google Chrome when working in the platform 

 

Overview   

 

Setup customized charges and discounts to automatically implement fees or credits to customers monthly billing.  These custom charges and discounts are automatically incorporated into the cloud bill as line items, removing the need for manual calculations. 


Important!  Pricebooks, Support Plans, custom Global Discounts/Uplifts, and client Credits cannot be changed once the billing cycle has closed.


The Basics

This is the base screen to start the configuration of a charge or discount.


(1) Select the type of fee for the plan:  Charge (add a fee), or Discounts (credit a fee)


(2) Select the factor for calculating the fee.  The configuration options for charges or discount are:

  • Fixed percent charge – A percentage of the monthly cost.
  • Fixed amount charge – A set fee charged monthly.
  • Tiered charges – A volume pricing strategy calculated on threshold or spend limits to provide lower charges with increased spend.

(3) Based on the selection under item 2, the screen changes to allow for the custom configuration


(4) Base the calculation on the Customer Cost or Seller (your) cost


(5) Set the currency for the plan


Discounts

Here are the ways you apply adjustable discounts.

  • Fixed percent discount – Offer a discount as a fixed percentage. For example, a 10% discount. 
  • Fixed amount discount – Offer a discount as a fixed amount. For example, a $100 discount. 
  • Tiered discount – Offer a discount for X amount of spend within each tier. The discount increases for larger amounts of spend.


Example of tiered charges 

This example shows custom service fees for support plans linked to spend levels.


Minimums and maximums

You can apply a minimum and a maximum charge and a minimum and maximum discount. After the charge or discount is calculated, it is capped to be within the minimum and maximum settings.


In other words, if the calculated charge is less than the minimum, the charge is set to the minimum. 

If the calculated charge is greater than maximum, the charge is set to the maximum.


Discount minimums and maximums work the same way. If the calculated discount would be less than the minimum 

configured discount, the discount is set to the minimum. If the calculated discount would be greater than maximum, 

it is set to the maximum.


Example minimum charge  

A minimum charge of $100 means that the support plan charges at least $100, regardless of usage amount. In the charges example, if the customer or partner has usage of less than $1000, the support charge would be $100, because 10% of <$1000 would be <$100.


Define a charge or discount as a fixed amount

GO TO CHARGES AND DISCOUNTS

  1. Enter a descriptive name for the charge or discount.

    For example, Business Support. This name is displayed in billing reports and invoices.

  2. Select the plan type: Fixed amount.

  3. Enter the amount.

  4. Click Save.


Define a charge or discount as a fixed percent

GO TO CHARGES AND DISCOUNTS  

  1. Enter a descriptive name for the charge or discount.

    For example, Business Support. This name is displayed in billing reports and invoices.

  2. Select a plan type: Fixed percent.

  3. Apply the rate: Customer cost or Seller cost.

  4. Enter the percentage.

  5. Click Save 


Define tiered charges or discounts

GO TO CHARGES AND DISCOUNTS  

  1. Enter a descriptive name for the tiered charges or discounts.

    For example, Tiered Support. This name is displayed in billing reports and invoices.

  2. Select a plan type: Tiered.

  3. Apply the rate: Customer cost or Seller cost.

  4. (Optional) Configure a minimum or maximum amount of spend.

    The platform starts calculating the charge after the minimum amount is reached and stops calculating charges after the maximum amount is reached.

  5. Configure the pricing tiers.

  6. Click Save 


Apply the charge or discount to a customer

GO TO CUSTOMERS  

  1. Select a customer and click [Edit].
  2. Go to Charges and Discounts.
  3. Under Support Plans, click [Add].
  4. Select the cloud provider and the cloud accounts.
  5. To make this charge or discount stackable with other charges and discounts, click the checkbox under Stack.


Reporting Changes in Support - If the type of support changes, the Reseller must notify the Cloud Ops team as soon as possible by opening a support ticket in the StreamOne Ion Freshdesk system. Negative margins in Billing Reports can occur if support level changes are not reported. Resellers will also need to update the Support Plan group in the platform.

Important! Pricebooks, Support Plans, custom Global Discounts/Uplifts, and client Credits cannot be modified after the billing cycle has closed.



How to apply a support plan to an Account or group of Cloud Accounts: Refer to this article for detailed instructions:  How to Assign Support Plan Charges to Cloud Accounts

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.