Billing Profile Naming Best Practices

This page is to provide some best practice guidelines on how to name your billing profiles and how this comes together with Microsoft NCE.

In Sync 365 we use billing profiles as a link to the product/service in your PSA.
This allows us to use the correct SKU for the correct product to bill your customers the correct price.

With Microsoft's introduction of NCE, this has added some extra complications that mean you need to have multiple profiles for a license to accommodate the various ways it can be billed.

Best Practice

• Use a naming convention that makes sense to you and your business
  • We suggest using <type> - <License> - <Commitment> <recurrance>
  • This would look like: M365 - Business Premium - A:M
• Keep them consistent as you add more billing profiles
• Different SKU's in your PSA should be used for each
  • When you add the Microsoft products to your PSA, you may use the SKU from your vendor or follow these 

Typical Billing Profiles

For a typical MSP, you will generally need the following versions for a Microsoft License:

• Monthly commitment, paid monthly
• Annual commitment, paid monthly
• Annual commitment, paid annually

If you do not use one of these terms i.e. annual commitment paid annually, you do not need to make a billing profile for this.

If you have Non-Profit/NGO customers, then you will also require a NFP/NGO version of these.

Examples

In this example we will show what a best practice set up may look like for 3 different Microsoft licenses.
We will look at Microsoft 365 Business Premium, Office 365 E3 and Managed User - Full Support.

Microsoft 365 Business Premium

Monthly Commit, Monthly Payments

• Profile Name: M365 - Business Premium - M:M
• PSA SKU: Sku for this license in your PSA

Annual Commit, Monthly Payments

• Profile Name: M365 - Business Premium - A:M
• PSA SKU: Sku for this license in your PSA

Annual Commit, Annual Payments

• Profile Name: M365 - Business Premium - A:A
• PSA SKU: Sku for this license in your PSA

Office 365 E3

Monthly Commit, Monthly Payments

• Profile Name: O365 - E3 - M:M
• PSA SKU: Sku for this license in your PSA

Annual Commit, Monthly Payments

• Profile Name: O365 - E3 - A:M
• PSA SKU: Sku for this license in your PSA

Annual Commit, Annual Payments

• Profile Name: O365 - E3 - A:A
• PSA SKU: Sku for this license in your PSA

Managed User Full Support

There may only be one of these options if you just provide a single price point for it.

• Profile Name: IT - Managed User Full Support
• PSA SKU: Sku for this license in your PSA