Custom line items

Distributors and resellers can add custom line items for custom billing adjustments such as flat-rate/percentage discounts, surcharges, a charge for tax (% amount), or a special credit (dollar amount).

Add custom line items

A distributor or reseller Admin user can add custom line items when adding a new contract or editing an existing one.

1. Select Add custom line item.

   

2. Configure the first custom line item.

   • Name: Name of the custom line item.

   • Management accounts: The management accounts to which the line item applies. You can choose Include all the accounts or Include only selected accounts. We recommend creating one custom line item per management account. If your custom line item defines $500 upcharge and you specify three management accounts, the charge will be added three times (once per MPA).

   • Item type: Type of the rule. For a Fixed rate discount rule, you need to specify the amount in US dollar. For a Percentage charge rule, you need to specify the percentage.

   • Include credits in calculation: Select the checkbox if you want to include credits in calculation.

   • Include Marketplace purchase in calculation: Select the checkbox if you want to include marketplace spend in calculation.

   • Store as a separate line item: Select the checkbox if you want the adjustment appear as a separate line item on the invoice. If you choose this option, you also need to enter a line item description. Note that a Fixed rate discount line item always has this option selected.

     Tip

     To find out the separate line items when running a report, filter the standard dimension Charge Category to CustomCharge.

   • Frequency: Specify how often the line item should be applied. Choose Once and specify the start date if the line item should be applied only once during the billing cycle. Choose `Recurring§ and specify the start month/year and end month/year if the line item should be applied every month.

   

3. Add more line items if needed. You can select Duplicate from the kebab menu (⋮) at the rightmost end to duplicate an existing item or select Add custom line ite, to add an empty one.

Application order

Custom line items are applied sequentially, starting with the item at the top.

Similar to Billing Rules, customers inherit custom line items from their upstream tenants (Tier 2 and Tier 1).

Consider the following example:

• T2 Custom Line Items: $1000 charge for Support

• T3 Custom Line Items: 7% VAT charge

When recalculating end customer's data, first, a $1000 Support charge is added, and then 7% VAT.