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...
Fri, 14 Jul, 2023 at 7:29 PM
Create and Manage Custom Pricebooks
Navigation: Billing > Pricebooks This article addresses the general steps to create custom pricebooks.  You find the pricebooks under the BILLING menu. ...
Sat, 15 Jul, 2023 at 12:34 AM
Billing Cycles, Invoice Options and General Billing Information
Billing Cycles and General Information Billing-related items are displayed in the Business Overview landing page, Dashboard, Reports and Billing modules...
Fri, 19 Apr, 2024 at 3:33 AM
Customer Billing Statement (Invoice) Status Changes
Navigation Menu: Billing > Customer Invoices TIP: To optimize platform functionality use Google Chrome. Overview Pre-requisite: The invoice/billing...
Sat, 15 Jul, 2023 at 1:39 AM
Reseller Invoice Options
Coming soon! For information on how to generate a billing statement (or invoice) in the platform refer to this article Generate Customer Billing Documen...
Tue, 4 Apr, 2023 at 9:16 PM
Multi-Currency Settings
The platform supports multi-currency for cloud vendors that offer pricing in a currency outside of USD. USD is the default. The multi-currency feature...
Thu, 20 Apr, 2023 at 12:42 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 ...
Thu, 20 Apr, 2023 at 12:40 AM
Quoting and Estimating Tools & Calculators
Most cloud providers provide online quotes and estimating solutions.  This article provides quick links to on-line cloud vendor quotes or estimate tools. ...
Wed, 16 Aug, 2023 at 6:56 PM
Configure Taxes
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...
Thu, 20 Apr, 2023 at 1:02 AM
Understanding Microsoft CSP Customer Billing Reports
This article helps you understand how to read the billing data presented in the Microsoft CSP Customer Biling Report. Microsoft combines IaaS (Infrastru...
Tue, 1 Aug, 2023 at 6:19 PM