Invoice

Effortless invoice management.

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Overview

For Non-Cloud Partners (e.g. Stripe, Adyen), Suger automatically generates and issues invoices based on the entitlement.

You can easily manage your invoices with the Suger Console.

Manage Your Invoices

View Invoices

Invoices can be viewed on the entitlement detail or the buyer detail page:

Click the invoice ID to view the invoice detail page:

Edit a Draft Invoice

You can edit a Draft invoice by clicking Edit button on the invoice detail page.

The following changes are supported:

• Due date: The due date when the invoice will be paid.
• Discount: The overall discount applied to the total amount of the invoice. There are 2 discount options:
  • USD: The discount is a fixed amount.
  • %: The discount is calculated as a percentage of the total amount.
• Note: The memo that will be visible to buyers and shown on the official invoice page.

Issue an Invoice

Automatic Invoice Issuance

Invoices are automatically issued to all the buyer’s contacts when the issue date is due.

Manually Issuing an Invoice

You can also manually issue a Draft invoice by clicking the Issue button on the invoice detail page.

Steps to Issue an Invoice Manually:

1. Preview the invoice PDF and email content.
2. Select contacts to receive the invoice email (all contacts are selected by default).
3. Acknowledge by checking: “I understand that this invoice will be issued. This action CANNOT be reversed.”
4. Click Send Invoice—the invoice will be issued immediately, and the due date will be set to the current date.

Send an Invoice Email

Once an invoice is issued, you can send the invoice email to specific contacts by clicking the Send Invoice button on the invoice detail page.

Export an Invoice

A Finalized invoice can be viewed and exported as a PDF document by clicking the Export button.

Cancel an Invoice

You can cancel an invoice before its payment by clicking More - Cancel invoice on the invoice detail page.

warning

A Canceled invoice is immutable, meaning it cannot be edited or reissued.

Invoice ID

Invoice ID is a stable unique identifier based on the organization ID, entitlement ID, dimension key, and invoice drafted time.

Invoice Types

There are four types of invoices: Commit, Installment, Usage, and Addon.

Different types of invoices will be generated for different entitlement terms, meaning that one entitlement can include multiple invoices, each of a different type.

For example, if an entitlement includes both Commitment and Billable Dimension(s) pricing terms, two invoices will be created: one for the Commitment and one for the Billable Dimension(s).

Commit Invoice

For Commitment(s) pricing terms in the entitlement, Commit invoices will be created.

Usage Invoice

For Billable Dimension(s) pricing terms in the entitlement, Usage invoices will be created based on the usage record reports.

Usage record reports are generated from Usage record groups reported by the seller on the Usage Metering section on the entitlement detail page:

Installment Invoice

For Payment installments pricing terms in the entitlement, Installment invoices will be created.

Addon Invoice

Suger enables sellers to charge additional fees to buyers by creating an addon invoice tied to the entitlement.

Sellers can create an addon on "Settings - Addon" tab and apply an addon by clicking "Apply Addon" button on the entitlement detail page:

Invoice Lifecycle

The invoice lifecycle consists of the following stages: Drafting, Issuing and Payment.

Drafting

An invoice will be automatically created based on its type and entitlement and enters the DRAFT status.

Three important dates are involved in the drafting process: Draft Date, Issue Date, and Due Date.

Draft Date

The draft date differs from different invoice types:

• Commit: draft date is computed as below.
• Usage: draft date is computed as below.
• Installment: draft date is the payment installment charge date.
• Addon: draft date is its specified charge date.

Issue Date

Issue date is calculated as: draft date + grace period.

For example, if the draft date is 2025-01-01, and the grace period is 7 days, the issue date will be 2025-01-08.

Due Date

Due date is calculated as: issue date + net term days.

For example, if the issue date is 2025-01-08, and the net term days is 10 days, the due date will be 2025-01-18.

Issuing

When the invoice issue date is due or the invoice is manually issued, it transits into the FINALIZED status.

Notifications emails will be sent to the buyer's contacts when the invoice is issued.

Payment

Payment transactions will be automatically made on the invoice due date. After the payment is completed, the invoice is marked as PAID.

For details, see Payment.

Canceling

Once an invoice is canceled, it is marked as CANCELED status and will not proceed to payment.

Invoice Period

"Invoice period" answers the following questions:

1. When will an invoice be created?
2. What's the start date and end date of the invoice?

Invoices periods are calculated based on different invoice types as follows.

Commit invoice period

The Commit invoice period varies depending on the following factors:

1. Entitlement's start date: past or future. If the entitlement start date is in the past, the first invoice may include multiple periods. If the entitlement start date does not cover the full billing period, the invoice will be prorated accordingly.
2. Billing cycle: beginning of the month or start of the entitlement.
3. Payment schedule type: prepay or postpay

The first invoice period is determined as follows:

Entitlement Start Date	Billing Cycle	Payment Schedule	First Invoice Start Date	First Invoice End Date	First Invoice Draft Date
Past	Beginning of the Month	Prepay	Entitlement's start date	Nearest first day of the month	Today
Past	Beginning of the Month	Postpay	Entitlement's start date	Nearest first day of the month	Nearest first day of the month
Past	Start of the Entitlement	Prepay	Entitlement's start date	Nearest day of the entitlement start day in the month. If today, next month's entitlement start day applies.	Today
Past	Start of the Entitlement	Postpay	Entitlement's start date	Nearest day of the entitlement start day in the month. If today, next month's entitlement start day applies.	Same as the end date
Future	Beginning of the Month	Prepay	Entitlement's start date	Nearest first day of the month	Same as the start date
Future	Beginning of the Month	Postpay	Entitlement's start date	Nearest first day of the month	Same as the end date
Future	Start of the Entitlement	Prepay	Entitlement's start date	Nearest day of the entitlement start day in the month	Same as the start date
Future	Start of the Entitlement	Postpay	Entitlement's start date	Nearest day of the entitlement start day in the month	Same as the end date

Below are the detailed scenarios for the invoice period.

1. Start date in the past

If the Entitlement's start date is in the past, the entitlement is considered active.

1.1 If the billing cycle is beginning of the month and the payment schedule type is prepay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest first day of the month.
• draft date is today.

1.2 If the billing cycle is beginning of the month and the payment schedule type is postpay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest first day of the month.
• draft date is the nearest first day of the month.

1.3 If the billing cycle is start of the entitlement and the payment schedule type is prepay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest day of the entitlement start day in the month. If the end date is today, the end date should be the nearest day of the entitlement start day in the next month.
• draft date is today.

1.4 If the billing cycle is start of the entitlement and the payment schedule type is postpay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest day of the entitlement start day in the month. If the end date is today, the end date should be the nearest day of the entitlement start day in the next month.
• draft date is the same as the end date.

2. Start date in the future

If the Entitlement's start date is in the future, the entitlement is considered pending.

The invoicing process varies depending on the billing cycle and the payment schedule type.

2.1 If the billing cycle is beginning of the month and the payment schedule type is prepay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest first day of the month.
• draft date is the same as the start date.

2.2 If the billing cycle is beginning of the month and the payment schedule type is postpay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest first day of the month.
• draft date is the same as the end date.

2.3 If the billing cycle is start of the entitlement and the payment schedule type is prepay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest day of the entitlement start day in the month.
• draft date is the same as the start date.

2.4 If the billing cycle is start of the entitlement and the payment schedule type is postpay, the first invoice

• start date is the Entitlement's start date.
• end date is the nearest day of the entitlement start day in the month.
• draft date is the same as the end date.

Usage Invoice Period

The Usage invoicing period varies depending on the following factors:

1. Entitlement's start date: past or future. If the entitlement start date is in the past, the first invoice may include multiple periods. If the entitlement start date does not cover the full billing period, the invoice will be prorated accordingly.
2. Billing cycle: beginning of the month or start of the entitlement.

The first invoice period is determined as follows:

Entitlement Start Date	Billing Cycle	First Invoice Start Date	First Invoice End Date	First Invoice Draft Date
Past	Beginning of the Month	Entitlement's start date	Nearest first day of the month	Nearest first day of the month
Past	Start of the Entitlement	Entitlement's start date	Nearest day of the entitlement start day in the month. If today, next month's entitlement start day applies.	Same as the end date
Future	Beginning of the Month	Entitlement's start date	Nearest first day of the month	Same as the end date
Future	Start of the Entitlement	Entitlement's start date	Nearest day of the entitlement start day in the month	Same as the end date

You can consider the payment schedule type is always postpay, and the invoice period is calculated the same way as the Commit invoice above.

Installment Invoice Period

It is the specified installment payment date.

Addon Invoice Period

It is the specified addon charge date.

Invoice Amount

The invoice amount is calculated based on the entitlement terms and different invoice types.

Commit Invoice Amount

The Commit invoice amount is calculated based on the Commitment terms in the entitlement:

• If the entitlement start date is in the past, the first invoice may include multiple periods.
• If the entitlement does not cover the full billing period, the invoice will be prorated accordingly.

Usage Invoice Amount

Usage Charge Fee will be calculate based on the Usage record reports (Hourly reports shown in the red box) to create a Usage invoice:

Referring to Calculate usage invoice fee for an overview of usage invoice fee calculation.

Minimum Spend

Minimum spend will be applied when calculating the dimension amount. The following options in the entitlement will be considered:

1. Minimum Commit Scope:

• DIMENSION: Minimum commit applies to the entire dimension, including all group bys.
• DIMENSION_GROUP_BY: Minimum commit applies to each dimension group bys.

2. Minimum Commit Prorated: If set to true, the minimum commit amount will be prorated based on the usage period (starting time and ending time)

Installment Invoice Amount

The amount of an Installment invoice is defined by the installment payment terms in the entitlement.

Addon Invoice Amount

The amount of an Addon invoice is set by the applied addon amount.

Trial

If the entitlement includes a trial period, the invoice amount will exclude the usage during the trial period.

Trial period works for the Commit invoice and Usage invoice.

Commit Invoice Trial Period

Commit invoice amount = Amount per day * (Billed days - Trial days)

For example, if an entitlement has the following details:

• 30 days in a full period.
• $300 for a full-period commit.
• 20 days in the billing cycle.
• 5 trial days.

The invoice will be calculated as follows:

1. Amount per day = Full-period amount / Full-period days = $300 / 30 = $10
2. Billed days = Billed days - trial days = 20 - 5 = 15
3. Invoice amount = Amount per day * Billed days = $10 * 15 = $150

Usage Invoice Trial Period

The usage record reports that are before the trial period will be excluded from the invoice amount calculation.

For example, if an entitlement has the following details:

• 100 units in total.
• 20 units in the trial period.
• $1 per unit.

The invoice will be calculated as follows:

1. Billed units = Total units - Trial units = 100 - 20 = 80
2. Invoice amount = Billed units * Unit price = 80 * $1 = $80

Discount

Usage Dimension Discount

If the usage dimension includes a discount, the usage charge fee will exclude the discounted amount.

Overall Discount

The overall discount will be applied to the final total amount of the invoice, after all other discounts are calculated.

It can be set as a fixed amount or a percentage of the total amount when editing the invoice.