To mostly automate your Azure CSP billing we have a fantastic function to allow you to upload your CSV reconcilliation file and automatically bill your customers in your PSA tool!

There are a couple components to this

1. Setting up your billing profile
2. Setting up your CSV mapping
3. Adding your customers and select details to show

Note: Adding a customer for Azure billing increases your company license count

Setting up your billing profile

Your billing profile will determine mark up on your azure consumption, reserved instances and software.

You can specify a different mark up for each of them.

See this article for enabling the reserved instance billing

1. To get started click on Billing Profile > Azure Billing Profile
2. Add a new billing profile
3. Set your profile name, agreement type and select the product to use
   
4. For pricing you can select from
   1. Percentage markup – Markup the costs based on a percentage
   2. Fixed markup amount – Markup based on a dollar figure
   3. Set price billing amount – set the addition to this price regardless of cost
      
   4. Price will relate to all Azure consumption
   5. Reserved Instances and Software licenses will relate to those on the invoice (These only apply when Term and Billing is enabled in the azure CSV profile)
5. Save the profile and add another if you wish

Setting up your CSV mapping

With our latest update, we support multiple CSV mappings. This allows you to add your azure consumption from multiple CSP sources or for instance, reserved instance charges.

You will need a CSV file from your CSP vendor (or Microsoft if you are a direct CSP). There are 2 approaches to this.

Either of these methods allow you to add a percentage based markup or a fixed dollar figure markup.

1. Your CSV file has a column with the total billing amount for each line item (i.e. this would be your cost price * quantity of that resource = amount)
2. Your CSV file has the quantity and an RRP price or a price you would like to use and get the total of each line item. Additionally if you bill in multiple currencies this will allow you to calculate the exchange rate from the relevant column (i.e. USD/CAD)

You will need to match the relevant fields in the CSV to our system fields to automate billing. (See here for some common mappings we know of)

Option 1 – Column with a total amount

1. Select Billing Profile > Azure CSV Mapping
2. Click “Add an additional mapping”
   
3. Upload your CSV file
4. Enter your Mapping Name (reference for this mapping)
5. Match the fields to the relevant field in your CSV
   
6. If your CSV COST field is the per item cost, please enable Multiply Cost by Quantity: Yes.
7. If it is the amount of cost * quantity, leave this as no.
   1. Amount field = this will be the amount that the percentage or fixed price will be applied to. Typically this will be a cost price in your CSV that is the total of cost price * quantity for each line item.
8. Leave “multiple certain fields” unticked
9. Save your CSV mapping

Option 2 – Generate RRP from csv – Multiple Certain Fields

This is used to multiple up to 3 fields on the csv to create an RRP price to charge the customer.

This would typically be quantity and RRP price.

If you work with multiple currencies, this can also be used to select the exchange rate field in your CSV.

If you are using the RRP in your csv, you can bill the RRP value by setting a billing profile with 0% markup.

1. Select Billing Profile > Azure CSV Mapping
2. Click “Add an additional mapping”
   
3. Upload your CSV file
4. Enter your Mapping Name (reference for this mapping)
5. Match the fields to the relevant field in your CSV
   
6. Tick the Multiple Certain Fields box while adding your mapping
7. Select your Unit Price (the RRP one) field and Billable Quantity (Quantity) field
   
8. If you have a different base exchange rate, select the column that shows this rate.
9. If you do not have this, tick the box to exclude it
10. Save your mapping

Adding customers and selecting details for the invoice

With Sync 365 License you can add as much or as little to the invoice as you like!

Show a summary of each service type? Sure

Just want to show the service type and nothing else? Sure

Want to show every service, the resource type, quantity and price? You can do that to!

1. Select Company > Azure
2. Add a company
3. Select your customer and the billing profile to assign
4. Select their agreement to bill to
5. Bill in advance (See here for more info)
   1. If you would like to bill in advance, tick the box and enter in your estimate of azure usage for their first month. Subsequent months that you upload your CSV will be prorated from their initial estimate.
   2. Click Sync now to send to your PSA.
      1. If you are currently billing a customer, you can continue bill in advance by entering in their previously billed amount, DO NOT Sync the product to your PSA and just save below. The system will use this as the amount to prorate for your next upload
6. Select what you would like to show on the invoice description
   1. Detailed invoice descriptions – Tick the items you would like to add to the invoice. For example, we can show the service type, Resource name, quantity and amount like this
   2. Combine Service Name – Display each service name as a summary and select to show quantity or amount
      
   3. Combine Service Name and Service Type – Display each service name and its type as a summary and select to show quantity or amount
      
7. To clean things up, you can additionally exclude items that are under a certain price.
   Tick the exclude amount and enter the price you would like to exclude under to hide them from the invoice description. NOTE: These will still add to the total price.
   
8. Save the settings

Billing Azure Usage

Now that you are set up and ready to go you can start billing your Azure consumption.

This is the process you can take at the start of each month to add Azure consumption to all of your customers that you provide Azure services for.

1. Select Company > Azure
2. Click “Upload a file” in the top right
3. Select your CSV reconciliation file and upload it
   
4. Select your “Bill For” month (Typically you would select February when billing at the start of Feb for Jan usage)
   
5. We will list all found companies in your CSV. Any that are not currently matched to a company you added to Sync 365 License Azure Billing will show at the bottom. This will allow you to link them to a company for future Azure Billing
   
   1. Select the company to match them to and save the mapping.
6. Click “Save Azure Billing” when you are ready and we will add the product to the PSA agreement/contract