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  2. CloudPortal Business Manager 2.5
  3. User Guide
 
 

Understand Your Bill

CloudPortal Business Manager generates invoices for products/product bundles that you have used. It tracks the resources that you use, calculates the amounts owed, and handles invoicing and payments for you automatically. Auto-payment is done in accounts with payment information on file with CloudPortal Business Manager, such as CyberSource, using your credit card information updated in CPBM. All the credit card details are stored by the gateway provider.

The Usage & Billing tab provides information about your resource usage, billing, subscriptions, and payments.

Note: Only certain administrative profiles, such as Finance Admin can view the billing information of other users.
To navigate to the Usage & Billing tab
  1. Click on the View Dashboard icon on the right pane
  2. The Dashboard page appears
  3. Click on the Usage & Billing tab
  4. The information is displayed under four tabs, such as Activity, Subscriptions, Invoices, and Payments

Activity

The Activity tab under the Usage & Billing tab displays all the account statements on the left pane. Clicking on an invoice displays the following details:

UI ElementDescription
Balance Forward

The amount carried forward from the previous invoice.

If there is no amount from the previous invoice, the amount will be 0.
Payments + Credits
The sum of Payments and Credits.

  • Payments: The payments that you have made towards the last invoice.

  • Credits: A credit adds funds to your balance in CloudPortal Business Manager. Any future charges incurred by you will be paid out of this credit balance first. Your Administrator can issue credits.
Net Balance

The amount for which you must make payment.

The amount is obtained using the formula:

Balance Forward - (Payments + Credits) + New Charges
Renewal Charges

The amount that is associated for certain subscriptions.

Renewal charges are fixed charges.
Subscription Charges

The amount that is associated with every product subscription such as a one-time fee followed by monthly renewal fees.

Subscription Charges are fixed charges.
Utility Charges

The amount charged for using the portal resources that is directly proportional to the usage.

Utility Charge also includes debit notes for cancelled credits.

Note: To view more details about invoice, specific rows displays additional information about the product and their charges.
Discount(s)

The discount amount, if applicable.
Sub-total

The sum obtained from the formula:

Subscription Charges + Utility Charges - Discount(s)
Taxes

The tax amount that is applicable.
New Charges

The amount obtained from the formula:

Sub-total + Taxes
In addition, a detailed computation of the following is displayed in the Activity tab:
  • Payments + Credits
  • New Charges
  • Renewal Charges

The New Charges include subscription charges and utility and other charges. Subscription charges are grouped by the cloud service along with the resource type. Subscriptions to service bundles are grouped separately under the heading Other Subscriptions.

Subscriptions

The Subscriptions tab under the Usage & Billing tab displays the list of all the subscriptions on the left pane. For more information, refer to Browse Catalog and Subscriptions

Note:
  • A green colored circle adjacent to a subscription indicates that it is active and the resource has been provisioned
  • An orange colored circle adjacent to a subscription indicates that it is active but the resource is not provisioned

Clicking on a subscription from the left pane displays the following:

UI ElementDescription
Product Bundle

The name of the product bundle.
Service

The name of the cloud service for which an instance is created.
State
The state of the specific subscription. The states will be one of the following:
  • Active
  • Expired
  • Cancelled
  • New
Subscription Charges
This tab displays the following details:
  • Charges: The type of the subscription such as One-time and Recurring

  • Prices: The amount charged for the type of subscription
Entitlements
This tab displays the following details:

  • Item: The name of the resource used

  • Unit Price: The rate for the specific resource

  • No charges for usage up to: The number of units up to which the resource usage is not charged
Resource Details
This tab displays the following details:
  • Service: Name of the cloud service
  • Resource Type: Resource type (depends on the cloud service)
  • Resource Handle: Value of the resource handle
  • Resource Name: Name that you have given to the resource
  • Resource State: State of the resource (error, provisioning, active, or terminated)
  • Resource Status: Status of the resource (whether running, stopped, and so on. Each resource has its own status types.)
Configuration Data
The configuration data of the resource that is subscribed and provided by the underlying cloud service. For example, in case of Accelerite CloudPlatform, the configuration data for a storage type resource includes the following:
  • Zone: The name of the zone
  • Disk Offering: The name of the disk offering
  • Disk Size in GB (Only for Custom Disk Offerings): The size of the disk

Invoices

The Invoices tab under the Usage & Billing tab displays the list of all the invoices generated (both current and previous) in the left pane. Invoices have invoice line items that detail the charges that make up the invoice.

Clicking on a invoice from the left pane displays the following:

UI ElementDescription
State

The state of the invoice for the specific billing period, either Provisional or Posted.
Type
The type of the invoice. The types of invoices are:
  • Subscription
  • Close Out
  • Renewal
  • Debit Note
Subscription Bundle

The name of the product bundle that you have subscribed
Detail
The details of:
  • Total Amount: The invoice amount

  • Due Amount: The balance amount to be paid, if applicable

Close out invoices are posted every day and record utility spend (i.e, spend for any usage that are not covered by entitlements provided by the subscriptions to bundles) on a per user basis. Subscription invoices are for any user subscription to bundles. For each subscription and close out (utility) invoice line item, on clicking the Total Amount link, you can view the details, including the user name and the service instance name to which the invoice belongs. In close out invoices, the products are grouped by cloud service instance name.

Payments

The Payments tab under the Usage & Billing tab displays the list of all the payments made on the left pane. Clicking on a payment date from the left pane displays the following:

UI ElementDescription
Date

The date when the payment was made.
UUID

Universal Unique Identifier
Amount

The amount for which the payment was made
Details
This tab displays the following:

  • Description: The detail about the specific payment

  • Type: The type of payment

  • State: The state of the payment transaction

  • Transaction ID: The unique ID for the specific payment transaction

Clicking on the Issue Charge Back link reverses the payment transaction after confirmation from the user.
 
Created By : Pankaj Paliwal -

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