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Add/Edit Invoice Plan

Overview

In this page, you can add new Invoice plans or edit an existing one. Once the Invoice plan is added, then the plan can be used for the Resellers/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.

How to get here in the Web Console?
 In the top menu, to create a new Invoice plan, select: "Server Admin -> Invoice Management -> Add New Invoice Plan. And to edit, select: "Server Admin -> Invoice Management -> List of Invoicing Plans" and click on the edit icon of the Invoice plan that you want to edit.

Add/Edit Invoice Plan

  • Name this Plan - Name of the Invoice plan.

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

    1. Uniform Discount [Depending of Volume of Data] - The storage space utilized by the Reseller/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.
    2. Fixed Price for each slab - The storage space utilized by the Reseller/Customer during the billing period is first calculated. Depending on what slab it falls under, a flat rate is charged for the total amount of storage consumed. Within a slab, the amount charged 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!
    3. Sliding Scale - The storage space utilized by the Reseller/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 Based On - This field is to generate the Invoice based on any of the following factors:

    1. Used Space - Invoice is calculated on the disk space used by the backup data on the server.

    2. Uncompressed Size - Invoice is calculated on the compressed size of the data that was backed up. Like for example, if a file of 1MB in size was compressed to 0.1MB and then backed up, the used space will be 0.1MB and the uncompressed size will be 1MB.

    3. Transferred Data Size - Invoice is calculated based on the size of the backup data uploaded/downloaded to/from the server during backup and restore. This will be close to bandwidth used.

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

    If it is selected as "Each Saturday", then invoice reports will be generated at each week on Saturday.
    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.

  • Minimum Weekly/Monthly/Quarterly charge per client Minimum [Weekly/Monthly/Quarterly] amount payable for each of the client machines backing up to the backup server during the invoice period. This is a fixed amount per client that gets added to the invoice on top of the usage charges.

  • Tax Surcharge payable for the client usage charged as per the invoice plan.

  • Per MCAL usage charge This is the amount payable on the MCAL usage charged as per the invoice plan. This is applicable only when the invoice is generated on a monthly or quarterly basis.

    • The Slab details are 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 "From" value should be zero for the 1st 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
    0 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$.

    Consider you have 2 clients under a Customer, Minimum Weekly/Monthly/Quarterly charge per client is 10$ and the Tax is 2%, then

    Minimum Weekly/Monthly/Quarterly charge = 2 * 10 = 20$

    For 'Uniform Discount' plan type, Invoice Amount = 500$ + 20$ + 10$(500 * (2 / 100 )) = 530$

    For 'Sliding scale' plan type, Invoice Amount = 675$ + 20$ + 13.5$(675 * (2 / 100 )) = 708.5$

    For 'Fixed Price for each slab', Invoice Amount = 5$ + 20$ + 0.1$(5*(2/100)) = 25.1$

    Note:

    • Prorating is applied to Resellers/Customers who start backing up in the middle of a month. The Minimum Weekly/Monthly/Quarterly charge calculation is based on the number of days the Client has backed up during the partial month. For example, if a client starts backing up from July 20th, then the Minimum Weekly/Monthly/Quarterly per client charge will be prorated for 10 days. The Invoice Amount is calculated on the basis of the number of days the Reseller/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 10 days.

    • Prorate is not applicable for invoice generation based on Transferred Data Size.

    Troubleshooting Tips

    Invoice plan already exists with the same name. Show/Hide

    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

    1. For "Fixed Price for each slab", the rate can not be in decreasing order.
    2. The invoice details based on transferred data size are not available after recovering the backup server using Server Disaster Recovery feature.
    3. Invoice report may show incorrect per client charge value for the clients which are migrated to another customer.
    4. Invoice amount may be little high, when creating invoice report for customer for their deleted period.
    5. The client details will not be available in the invoice reports for the deleted clients after migrating it from v2.5.5 to v3.2.
    6. If a client is migrated from one customer to another customer, the bandwidth usage for the source customer may become incorrect.
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