The CloudCheckr Invoice Generator allows consolidated accounts to create customized invoices for each of their customers. The costs that CloudCheckr uses to build the invoice are taken directly from the AWS Detailed Billing Reports, for whichever time period the invoice is generated against. The invoice generator is only visible from within a Consolidated Payer Account, and is never visible within Payee Accounts at all.
IMPORTANT: The invoice is based on costs only. It does not account for any credits distributed by AWS. However, using custom charges, you can pass those credits on to the customer when appropriate.
All Invoice Generator functions are split across three tabs; ‘Setup Customer’, ‘Create Invoice’ and ‘Scheduled Invoices.’
The setup customer tab will give you control over creating and editing the customers which you can then create invoices for. This page allows you to create and edit details for each customer. Additionally you can add a custom charge, suppress a charge, and add AWS credits.
If you haven’t used the Invoice Generator before, or you need to add a new customer, you will need to start with the ‘Create Customer’ tab which is accessed by clicking on the ‘Create New Customer’ button.
1. Enter a customer name to be presented on the invoice.
2. Enter an email address to optionally send the invoice to.
3. Enter the mailing address of the customer for invoice purposes.
4. Select the accounts which this customer and invoice are tied to.
5. Click on Save.
Adding Custom Charges
CloudCheckr allows you to add two different types of charges to an invoice, percentages and fixed charges. ‘Fixed’ type charges are constant as the specified value. while ‘Percent” type charges are based on a percentage of the charges on the Invoice.
Also required is a description of the charge, which will be added to the invoice, depending on which format you select. You also will need to add a date for the charge. The date you select will reflect which invoice the charge will appear on. For example, if you set the charge with a date of 5/15/2015 and then generate an invoice for June, the charge will not appear on the invoice. Alternatively, you can select ‘Recurring’ which will apply the charge monthly to every invoice generated after the date specified.
When you have added your charge information, select ‘Save’ and the ‘Close’ to bring you back to the setup customer page.
PLEASE NOTE: any ‘Fixed’ type charge will be added as a separate line item within your generated invoice. ‘Percent’ type charges WILL NOT appear as a line item. The percentage is added or subtracted from the totals on the invoice.
If you wish to suppress a specific charge for one of your customers, you can do so from the Setup Customers tab. Selecting the Search Charges button will allow you to view all of the charges associated with the accounts tied to a customer.
PLEASE NOTE: If you select a charge to suppress which is outside of the date range which your invoice is generated for, it will not appear on your invoice.
You can choose to suppress charges for a single invoice, or for all future invoices. This selection can be edited at any time and charges can be reinstated from the Setup Customer Tab whenever you need. After you have selected the charges you wish to suppress, selecting close will bring you back to the setup customer view.
Apply AWS Credits
We have included the ability to directly add AWS credits which are applied to the payer, to your payees in the invoice generator. In order to do this click on Apply AWS Credits, select your month and filter.
Select apply and then choose wether you want to apply the total credit or part of the credit.
Select save and the credit will be applied to that customers invoice[/expand]
The ‘Create Invoice’ tab will allow you to generate the invoices for your customers. From this screen we provide you with many options.
Select the customer you wish to create an invoice for. Once this is selected you need to decide which format you want the invoice to take.
Cloudcheckr allows you to create invoices in 4 different formats. These formats are Summary, Detailed Description, Detailed Condensed and Detailed Operation
Summary– This option will show you costs broken out by EC2 service and by Region. This is the most concise of all of the invoice formats.
Detailed Description– This option will show you a summary table at the top which breaks out cost by service. Below shows the costs broken out by service, region and then the detailed description of that service as well as an explanation of what the charge is for. This is the most detailed format CloudCheckr offers.
Detailed Condensed– This report format shows you similar information to Detailed Description, only it lacks the explanation of the service.
Detailed Operation– This report format breaks the costs down by service, region and operation. It gives you the name of the operation and the charge associated with it.
After you have selected the appropriate report format, you will need to select the date information for the invoice. This includes the due date, the date of the invoice as well as the dates the invoice covers.
PLEASE NOTE: Any invoice generated will only show custom charges which fall within the period selected in the ‘Billing From’ and ‘Billing To’ date range. If you add a custom charge for May it will not appear on an invoice created for June.
You also need to select which export format you would like the invoice to be. We offer the option for creating a PDF, a CSV and an HTML file.
The advanced options section on the Create Invoice tab allows you to do a variety of things. the first feature is the currency converter. We allow users to enter a currency and exchange rate of their choosing. This is then applied to the totals on the invoice.
Also included is the ability to filter by tag. If you want to filter charges by a specific tag simply select the tag from the dropdown menu.
PLEASE NOTE: The tags available will only be tags related to the accounts associated with the selected customer.
Once all of your fields are configured, you can choose to create th einvoice now, and it will be downloaded to your computer. Alternatively you can choose to schedule the invoice for a later date.
Scheduling an invoice
If you wish to automatically schedule an invoice to be delivered monthly on a specific day, select the schedule button.
PLEASE NOTE: Currently we only allow scheduled invoices to be generated in CSV format.
Select the day of the month you would like the invoice sent and the email address which you wish to have the email address sent to. You can edit and see the details of your scheduled invoices on the ‘Scheduled Invoices’ tab.
The scheduled invoices tab allows you to see any invoices you currently have scheduled to be delivered to users. From this screen we show you the format, cost type, CC Email Address and the date whcih the next invoice is scheduled to be sent.
You also have the ability to Edit this invoice or delete this invoice.