Navigation: Customers/Credits

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Overview: This article provides detailed information regarding managing credits you may need to provide to your customer.  The Customer credit table can accumulate credits, and credit balance is applied during the invoice creation process. Here are a few facts about how the Credit table works:

 

  • The platform manages the credit sum and applies it to the invoicing billing period. If the amount of credit under a cloud vendor exceeds the current spend, the billing statement will show $0.00.  The remaining credit is held under the customer profile and can be used for future billing cycles until it is consumed. 
  • Customer credits do not display in the Customer Billing Reports
  • Credits are issued when you generate invoices (the billing statement)
  • TD SYNNEX distributes earned credits to you in the same manner as described for customers. As a reseller, you receive credit in a total sum value. 

General Credit Statement

Application of credits is subject to your local region's business and operational practices.  


AWS Credits

The following rules specify how AWS applies credits to bills for single accounts and for organizations:

  • The billing cycle begins on the first day of each month.
  • If an account is owned on the first day of the month by an individual who is not part of an organization but who later in the month joins one, AWS applies credits to that individual's bill for their usage from the first day of the month until the day that they join the organization.
  • If an account is owned on the first day of the month by an organization, AWS applies credits redeemed by the payer account or by any account linked to the organization's bill.
  • If an individual leaves an organization during the month, AWS begins applying credits to the single account on the first day of the following month.


Important:  

If your customer has existing "unused" credits on their AWS account prior to linking, the remaining credit will be consumed under the AWS program payer account. AWS applies credits once a month.  Therefore, the first month the customer is linked may not show the remaining credit earned.


Depending on your region's operational practices you may receive a formal communication, if applicable, for any credits earned by you or your end customers.  This communication provides you with a breakout by Customer, subscription, credit description and credit amount.  The credit can be issued to you using the platform. The credit is displayed on the billing statement as a total sum (no breakout) as well as on your e-billing invoice from TD SYNNEX. 


Please refer to this AWS article for how to apply Redeem Your AWS Promotional Credit:  AWS Credits


Microsoft Credits

Depending on your region's operational practices you may receive a formal communication, if applicable, for any credits earned by you or your end customers.  This communication provides you with a breakout by Customer, subscription, credit description and credit amount.  The credit can be issued to you using the platform. The credit is displayed on the billing statement as a total sum (no breakout) as well as on your e-billing invoice from TD SYNNEX. 


How To Add a credit to a Customer Profile:

  1. From the Customer module select the customer (you want to issue a credit to)
  2.  Expand the menu options under Cloud Billing
  3. Select the Credits menu option
  4. Click the Add button. The 'Add Credit' window displays
  5. Select a cloud Provider from the drop-down list
  6. Change the currency, if applicable
  7. Enter the credit amount
  8. In the Comment field, enter data related to the credit.  This can include account/subscription number and the reason for the credit.
  9. Click Save


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

If there is more than one credit under entered under the same cloud vendor, the total sum displays on the billing statement.  Credits are separated by cloud vendor when generating billing statements.


Here are a couple sample screenshots:

 



How To Apply a Credit to Customer Billing Statement (Invoice)


To ensure the credit is applied to an invoice/billing statement, please refer to the instructions in the article: How to Generate Customer Invoices/Billing Statements


Note: Be sure the Button for Use Credits is in the 'on' position.


(1) Toggle 'on' to post a credit to a billing statement


(2) Toggle 'on' if tax rate is being used.  If tax rates are not set in the platform having this toggle to the 'on' position will generate a tax calculation on your billing statement


(3) This is an AWS-specific Toggle.  Toggle 'on' if you want AWS Marketplace fees to be included on your billing statement


(4) This is an AWS-specific Toggle - Toggle 'on' if you know you have an AWS Marketplace credit (this is not the credit you added in the credit table)