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Change invoice settings

In the DoiT Console you can specify how you're billed for cloud assets: to get one invoice per asset type, or one invoice per custom bucket (invoice bucketing).

Note

Required Permissions: Billing Profile Admin

Invoice settings

Each billing profile has its own invoice settings.

To access the invoice settings:

  1. Log in to the DoiT Console, select Dashboards from the top navigation bar, and then select Account.

  2. On the Billing Profiles widget, select the edit icon next to the billing profile of interest.

    Billing profile widget on the main dashboard.

  3. Select Invoice Settings from the left-hand menu.

    The Invoice Settings screen.

    • Separate the invoice by asset type: Receive one invoice per asset type.

    • Invoice using custom bucketing: Receive one invoice per custom bucket, also known as Invoice bucketing.

    Tip

    You can always switch between the two options. The DoiT Platform will keep your custom buckets configurations, including the assets assignments.

Invoice bucketing

Custom bucketing allows you to generate invoices with flexibility. Typical use cases include:

  • You have several cost centers in the same billing profile, and you want separate invoices for each cost center.

    Cost centers are entities (for example, products, environments, teams) in your organization to which costs can be allocated.

  • You have many projects in the same billing profile, and you want separate invoices for different groups of projects.

Instead of creating multiple billing profiles, you can create multiple custom buckets and assign assets to the relevant buckets. You will then receive separate invoices for each bucket, billed to your billing profile.

Create a bucket

When you select Invoice using custom bucketing, you'll be presented with more options, as explained below.

The options for custom bucketing.

To create a new bucket:

  1. Select Add bucket.

  2. Enter a bucket name.

  3. Select Create.

Once created, the new bucket will appear in the bucket list.

Assign assets to a bucket

When using customer bucketing, it's important to have all your assets assigned properly.

To assign assets to a bucket:

  1. Select the target bucket from the bucket list.

  2. Select the assets field of the bucket, and then choose assets from the list.

    You can choose multiple assets as long as they are of the same asset type. The DoiT Platform doesn't allow mixed asset types in the same bucket.

    Assign assets to a custom bucket.

Tip

The checkbox Auto-assign new Google Cloud projects to a bucket is selected by default. It allows the DoiT Platform to automatically assign your newly created Google Cloud projects to the same bucket as their linked Google Cloud billing account.

This option applies only to new projects (created after you enable invoice bucketing). For existing projects, you have to manually assign them to your desired bucket.

Default bucket

You can designate any existing bucket as the default bucket.

  • If all the unassigned assets are of the same asset type, they will be added to the default bucket when generating invoices.

  • If the unassigned assets are of mixed types, the DoiT Platform may revert back to invoicing by asset type or assign the assets to some random buckets.

To make a bucket the default bucket:

  1. Select the target bucket from the bucket list.

  2. Select Make Default.

You can have only one default bucket.

Delete a bucket

You can delete a bucket only if there is no asset assigned to it.

To delete a bucket:

  1. Select the target bucket from the bucket list.

  2. Delete all the assets from the assets field of the bucket.

  3. Select Delete Bucket.

Example invoice

Below is an example invoice issued on the custom bucket named Invoice Bucket 1.

An example invoice on a custom bucket.