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Processing Credits in TD SYNNEX StreamOne Ion

This guide provides a simplified explanation of how to manage customer credits and apply them to invoices in TD SYNNEX StreamOne Ion, based on the provided source article.

Understanding Credits

  • What are Credits? Credits are essentially discounts or refunds that can be applied to a customer's invoice. They are typically used to offset costs for various reasons.
  • How Credits Work: The StreamOne Ion platform keeps track of a customer's credit balance. This balance is automatically applied during the invoice generation process.
  • Credit Balance and Billing: If a customer's credits exceed their bill for a given billing cycle, the billing statement will show $0.00. Any remaining credit is carried over to future billing cycles until it's fully used.
  • Credit Visibility: Keep in mind that customer credits don't appear in Customer Billing Reports.

Specific Credit Information (AWS and Microsoft)

  • AWS and Microsoft Credit Communication: Depending on your region's specific procedures, you may receive formal communication detailing any credits you or your customers have earned. This communication will likely provide a breakdown of the credits by customer, subscription, description, and amount.
  • Issuing Credits: You can issue earned credits through the StreamOne Ion platform, and these credits will be reflected as a total sum on the customer's billing statement and your e-billing invoice from TD SYNNEX.

Adding a Credit to a Customer's Profile

To add a credit to a customer's profile, follow these steps:

  1. Go to the Customer Module: Navigate to the Customer module and select the specific customer you want to issue the credit to.
  2. Access Cloud Billing: Expand the menu options available under Cloud Billing.
  3. Choose Credits: Select the Credits menu option.
  4. Click Add: Click the Add button to open the 'Add Credit' window.
  5. Select Cloud Provider: Choose the relevant cloud provider from the drop-down list (e.g., AWS or Microsoft).
  6. Set Currency: Adjust the currency if necessary.
  7. Enter Credit Amount: Input the credit amount as a whole number (do not include a minus sign, as the system automatically treats credits as negative values).
  8. Add a Comment (Optional): In the Comment field, provide any relevant details about the credit, such as the account/subscription number or the reason for issuing the credit.
  9. Save: Click Save to add the credit to the customer's profile.

Important Notes on Adding Credits:

  • If a customer has multiple credits under the same cloud vendor, the billing statement will display the total sum of those credits.
  • Credits are itemized for each customer and/or account during the billing statement generation process.



Notes:  
The credit table assumes a negative value.  Enter the credit as a whole number (do not use the minus symbol)

 

 


Applying Credits to Invoices

To apply credits to a customer's invoice/billing statement:

  1. Generate Invoice: Follow the instructions in the "How to Generate Customer Invoices/Billing Statements" article.
  2. Enable "Use Credits": Ensure the "Use Credits" button is toggled on.

Understanding the Toggle Switches:

  • Use Credits: Turning this switch on applies credits to the billing statement.
  • Tax Rate: Enable this if a tax rate is being applied. If tax tables are configured in the platform, enabling this feature will initiate a tax calculation on the billing statement.
  • AWS Marketplace Fees (AWS Specific): Toggle this on to include AWS Marketplace fees in the billing statement.
  • AWS Marketplace Credit (AWS Specific): Enable this only if you are aware of an existing AWS Marketplace credit. (This is separate from credits added manually in the credit table).



 

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