Cloudmore enables you to produce your monthly CSP billing data in minutes allowing you to easily and accurately invoice your customers.
|The CSP Direct Azure billing process uses different components of Cloudmore to make Azure billing more accurate, faster, and easier to understand for your customers.|
The report is based on the Microsoft costs, with your price adjustments automatically added for each customer, which you set using the Azure price management guide. The data generated can be passed to your billing platform using either a CSV file or the systems API.
With Cloudmore you can send your customers a simple, summary invoice and they can view the invoice details, on-demand, within their self-service area. They see the same detailed breakdown as you but personalized and without your cost price showing.
1. Go to Azure
Log in to Cloudmore. Navigate to your Broker menu > Billing >Microsoft Azure CSP billing.
2. Retrieve Billing Data
The chart displayed at the top of the page shows a summary of the combined Azure Classic and Azure Plan total billing costs for the last six months.
A list of all available invoices is shown below the chart for each individual invoicing period. The invoice list shows the Invoice ID, Type, Billing Period, Total Cost, and Currency. The Actions button allows the user to view the detail of the invoice or download the detail to Excel or CSV formats.
3. View Invoice detail
Overview of Invoice
Based on the invoice selected Cloudmore will display a breakdown by Billing Period, Type, Total Cost, and Total sales together with the Total Price adjustments and the percentage of Price adjustments.
Graphs are also presented for Organizations showing the Top 5 spending customers separately and Category
Note:- The categories are pre-defined by Microsoft.
The top line confirms the Invoice number and shows the total cost, sales price, and Price adjustment. The total cost, if all tenants are linked, should correlate with your Microsoft invoice and can be used as a check to make sure you are billing all your customers correctly.
Click on the + button to expand to see organizations
Organization - The report is automatically grouped per organization, showing total cost, total sales and Price adjustment for each customer. This is the summary invoice amount for each customer.
Click on the + to expand to see a customer's subscriptions
Subscription - Grouped per subscription and shows total cost, total sales price, and the total price adjustment. Click on + to expand to see the subscription resources
Resources. – This will show a line item for each category, e.g. – Virtual Machines, Networking, Storage, or Data Management. Each line item will have a total cost, total sales price, and the total price adjustment
If you are not using the Cloudmore systems API to link billing data to your billing systems, then export the report to see more details.
Click on the Export icon, above the report to the right.
The file will download automatically.
5. Organization Usage Reports
Cloudmore allows broker and organization administrators to see Azure usage data for Classic and OneTime billing modals.
As some organizations do not require the usage data, and because of the large amount of data it is necessary to enable Azure Plan usage data synchronization which allows users to download data directly without scheduling the report
To enable the Azure Plan usage data synchronization go to Broker Menu > Billing > Microsoft Azure CSP billing > Microsoft Azure Setting
Tick check box to enable
To run the usage report for an organization go to Organization menu > My Services > Azure > Usage report.
The Usage report offers Classic Azure and Azure Plan invoices usage data on the same page. When a customer is integrated into Azure Plan you might see both types of invoices
To run the usage report go to the Actions button and click on the dropdown menu
To download the report to Excel click on Download where the option is available. Downloads directly to Excel are only available for Azure Legacy reports
To email the report, click on Schedule:
- For ongoing periods check the Send export once option and enter the email addresses required separating with a semicolon for multiple recipients
- For previous periods, enter the email addresses required separating with a semicolon for multiple recipients
- To set up a schedule for the report to be delivered to an email address go to a type marked as 'ongoing' and click on the Actions button and click on the dropdown menu. Click on Schedule and click on Set scheduled report. Complete the form presented including a report name, time parameters, and who the report should be delivered too
6. API Integration to Business Systems
The below video shows how to create a scheduled email billing report in Cloudmore: