Powerful & Centralised D2D Backup Software for Educational Institutions

Add New Invoice Plan

Overview

In this page, you can add new Invoice plans. Once the Invoice plan is added, then the plan can be used for the Customers in the server to generate Invoice. If the Customer is configured with the Invoice plan (using the menu 'Server Admin -> Customer Management'), then Invoice Reports for the Customer will be generated based on the rules specified in the plan. By default, StoreGrid creates 'Default Invoice Plan'. By default this plan is enabled for the "Trial Customer".

How to get here in the StoreGrid Web Console?

In the top menu, select: "Server Admin -> Invoice Management -> Add New Invoice Plan (Icon).

Add New Invoice Plan

Name this Plan - Name of the Invoice plan.

Select Plan Type - Type of the plan. There are three types of plans.

Uniform Discount [Depending of Volume of Data] - The storage space utilized by the Customer during the billing period is first calculated. Depending on what slab it falls under, a flat rate per GB or MB is applied for the total amount of storage consumed. Obviously, this flat rate is lower for larger amounts of data backed up.
Fixed Price for each slab - The storage space utilized by the Customer during the billing period is first calculated. Depending on what slab it falls under, a flat rate is changed for the total amount of storage consumed. Within a slab, the amount changed is the same. eg. For a slab: 5-10 GB - $20/month, the customer will be charged $20 for the month irrespective of whether he uses 6,7 or 9 GB!
Sliding Scale - The storage space utilized by the customer during the billing period is first calculated. Slab rates are successively applied (as opposed to the Uniform Discount plan). For example, a Customer using 12 GB in a month may be charged $ 3/GB for the first 5 GB, $2/GB for the next 4GB, and $ 1/GB for the last 3 GB.

Generate Invoice On - This field when to generate the Invoice for the Customers.

If it is selected as "Each Saturaday", then invoice reports will be generated at each week on Saturaday.
If it is selected as "Last day of each Month", then invoice reports will be generated at the end of every month on 30th or the 31st.
If it is selected as "Last Day of each Quarter", then invoice reports will be generated at the end of March, June, September and December months.

Measure Data In combo box is used to specify the unit for the disk spaces used in the slab details. You can specify this to MB (or) GB.

Currency combo box is used to set the currency of amount for the Invoice generated.

The Slab details is used to specify the details about the pricing based on the used spaces. You can specify as many slabs as required and their corresponding rate (pricing).

The "From" is used to specify the minimum disk space used for the current slab.

The "To" is used to specify the maximum disk space used for the current slab. If the maximum value is specified as "-1", it means there is no maximum value. The slab is applicable for any used disk space above the minimum value.

The "Charge" is used to specify the rate (pricing) for the current slab.

The "Per" field is used to specify the unit disk space for which the rate (pricing) is applied. The "Per" field is applicable for 'Uniform Discount [Depending of Volume of Data]' and 'Sliding Scale' plan types. There is no "Per" fields for 'Sliding Scale' plan type.

For example, if the slabs are configured as follows :

From	To	Rate	Per
1	50	6	1
50	500	5	2
500	-1	1	3

and if the weighted average used space for the Customer is 200 MB, then

For 'Uniform Discount' plan type, since 200 MB falls under 2nd slab, rate = (200 / 2) * $5 = $500

For 'Sliding scale' plan type,

For 1st 50 MB, rate = (50 / 1) * 6$ = 300$
For next 150 MB, rate = (150 / 2) * 5$ = 375$
Total = 675$

For 'Fixed Price for each slab', the "Per" field is zero. Since 200 MB falls under 2nd slab, rate = 5$.

Note: Prorating is applied to customers who start backing up in the middle of a month. The Invoice Amount is calculated on the basis of the number of days the customer has been backing up during the partial month. For example, if a customer starts backing up from July 20th, then the Invoice Amount will be prorated for 10days.

Troubleshooting Tips

Invoice plan already exists with the same name.

Cause 1: This error occurs if a Invoice plan already exists with the same name.

Solution : Please try adding Invoice plan with a different name.

Limitations

On demand Invoice generation is not available.

The rates for "Uniform Discount" plan type, the rates can not be in increasing order.

For "Fixed Price for each slab", the rate can not be in decreasing order.