Why do this..Cloudmore enables the production of monthly CSP Direct billing data in minutes allowing users to easily and accurately invoice customers. ![]()
The CSP Direct Office 365 billing process uses different components of Cloudmore to make Office 365 billing more accurate, faster and easier to understand for customers. |
Follow the instructions below to learn how to generate CSP billing reports.
The billing report is generated using the Microsoft billing rules and the Microsoft CSP billing date. The sales price is automatically added for each customer from the Cloudmore standard services price list. The data produced can be passed to a billing platform using either a CSV file or the systems API.
With Cloudmore users can send customers a simple summary invoice and they can view the invoice details, on demand, within the self-service area. Customers see a similar, but personalized, detailed breakdown as the reseller, without the cost price.
Log in to Cloudmore. Navigate to the cloud service broker menu, click on my services, and then Microsoft O365 CSP direct.
2. Invoice details
Click on billing report.
3. Select date range
Click on the date field and select the desired range.
Last month will set the date range first day to last day of the previous month.
Custom range allows users to select multiple months and will display a billing report for each month.
Note: - Each month will contain one billing report that corresponds with the Microsoft Billing Cycle. For example, if the billing Cycle Ends on the 15th – Cloudmore will display a billing report dated the 16th covering the MS billing cycle from the 14th of the previous month to the 15th of the selected month.
4. View detail
The billing report will be grouped by: -
5. Export
If the Cloudmore systems API is not used to link billing data to a billing system then export the report to see more details by clicking on the icon, above the report to the right.
The file will download automatically.
Now Download the Excel template with pivot tables to process the data for billing and reconciliation of costs. See examples below.
6. API Integration to Business Systems
For details on how to use the API to integrate with other business systems, view this video guide - https://vimeo.com/213977116 or download the API guide from - http://hubs.ly/H07fvn20
END
STOCKHOLM
LONDON
TALLINN
BELFAST
No Comments Yet
Let us know what you think