Billing

Billing Menu Overview
Navigation: Billing  TIP: For best results, use Google Chrome when working in the platform Overview In the Billing menu, you can view previously ge...
Tue, 13 Aug, 2024 at 2:35 AM
Create and Manage Custom Pricebooks
Navigation: Billing > Pricebooks This article addresses the general steps to creating custom pricebooks.  You can find the pricebooks under the BILLING ...
Tue, 13 Aug, 2024 at 2:36 AM
Billing Cycles, Invoice Options and General Billing Information
Billing Cycles and General Information Billing-related items are displayed in the Dashboard, Reports and Billing modules. The platform's feature...
Tue, 13 Aug, 2024 at 2:34 AM
How to update the status of a Customer Billing Statement (Invoice)
Navigation Menu: Billing > Customer Invoices TIP: To optimize platform functionality use Google Chrome. Overview Pre-requisite: The invoice/billing...
Thu, 6 Jun, 2024 at 12:10 AM
Multi-Currency Settings
The platform supports multi-currency pricing for cloud vendors that offer pricing in a currency outside of USD. USD is the default.  The multi-currency...
Fri, 7 Jun, 2024 at 2:02 AM
Configure Custom Charges and Discounts
Navigation:  Settings > Billing > Charges and Discounts Overview Use custom charges and discounts to set up pre-defined fee structures to add or ...
Tue, 13 Aug, 2024 at 2:41 AM
Quoting and Estimating Tools & Calculators
Most cloud providers provide online quotes and estimation solutions.  This article provides quick links to on-line cloud vendor quotes or estimate tools. ...
Tue, 4 Jun, 2024 at 8:18 PM
Configure Taxes in Ion
You can define user-specific tax rates based on country and region. Define a new tax rate GO TO TAXES Enter a descriptive name for the tax rate...
Tue, 13 Aug, 2024 at 2:42 AM
Paying TD SYNNEX StreamOne Ion Invoices - (For US and CA Regions)
If you need to update your billing contact information, need copies of invoices, or have questions about credit, such as making a payment or setting up paym...
Tue, 20 Aug, 2024 at 11:47 PM