Billing Management

Purpose 

 Manage invoicing and commission processing in the CMS. Invoices capture tenant consumption and apply pricing rules. Commissions remunerate partners and distributors based on consumption. 

 

 Permission Level 

 Platform Administrator Distributor Administrator (limited to own scope) Partner Administrator (limited to own scope) 

 

 Generate Invoices 

 Purpose Create invoices for a billing period. 

 Steps 

 

 

 Go to Administration → Billing → Invoices. 

 

 

 Select Generate . 

 

 

 Choose Billing Period (e.g. month). 

 

 

 Select Tenant(s) or run for all. 

 

 

 Confirm generation. 

 

 

 

 View Invoice 

 Purpose Review invoice details before issuing to tenants. 

 Steps 

 

 

 Go to Administration → Billing → Invoices. 

 

 

 Select the invoice. 

 

 

 Review consumption, pricing, discounts, and totals. 

 

 

 Verify currency and payment terms. 

 

 

 

 Issue Invoice 

 Purpose Move invoice from preview to issued. 

 Steps 

 

 

 Go to Administration → Billing → Invoices. 

 

 

 Open the preview invoice. 

 

 

 Select Issue . 

 

 

 Confirm. 

 

 

 

 Email Invoice 

 Purpose Send an issued invoice to tenant billing contacts. 

 Steps 

 

 

 Go to Administration → Billing → Invoices. 

 

 

 Select the invoice. 

 

 

 Choose Email Invoice . 

 

 

 Confirm. 

 

 

 

 Store Invoice in Azure Stack 

 Purpose Upload invoices to configured Azure Stack storage. 

 Steps 

 

 

 Ensure “Store Invoices in Azure Storage” is enabled under System Settings → Invoices. 

 

 

 Generate or Issue an invoice. 

 

 

 Verify invoice appears in the storage account. 

 

 

 

 Delete an Invoice 

 Purpose Remove an invoice (typically in preview status). 

 Steps 

 

 

 Go to Administration → Billing → Invoices. 

 

 

 Select the invoice. 

 

 

 Choose Delete . 

 

 

 Confirm. 

 

 

 

 Commission Management 

 Purpose 

 Calculate and review commissions for partners and distributors. 

 

 Configure Commission Rates 

 Purpose Set commission tiers based on consumption. 

 Steps 

 

 

 Go to Administration → Billing → Commissions → Rates. 

 

 

 Select Distributor or Partner. 

 

 

 Add one or more Tiers: From Amount, To Amount, Percentage. 

 

 

 Save. 

 

 

 

 Generate Commission Summary 

 Purpose Produce commission calculations for a billing period. 

 Steps 

 

 

 Go to Administration → Billing → Commissions. 

 

 

 Select Generate Summary . 

 

 

 Choose Period (month or year). 

 

 

 Confirm. 

 

 

 

 View Commission Summary 

 Purpose Review commission results for a distributor or partner. 

 Steps 

 

 

 Go to Administration → Billing → Commissions. 

 

 

 Select the entity. 

 

 

 Review calculated totals and tier application. 

 

 

 

 Export Commission Data 

 Purpose Download commission summaries for financial reporting. 

 Steps 

 

 

 Go to Administration → Billing → Commissions. 

 

 

 Select Export . 

 

 

 Choose format (CSV, Excel, etc.). 

 

 

 Confirm.