Sherweb Billing

Sherweb Distributor Billing

Overview

Billing in Sherweb represents the financial data flowing from the distributor to the service provider (MSP). When Sherweb provisions or manages cloud subscriptions on behalf of an MSP's customers, it generates payable charges that roll up into billing periods. Each charge includes detailed pricing breakdown with list prices, net prices, proration, deductions (promotional and performance), fees, and taxes. Understanding Sherweb billing data is critical for MSPs to calculate margins, reconcile invoices, and ensure accurate client billing.

MCP Tools

Available Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | sherweb_billing_get_payable_charges | Get payable charges for a billing period | billingPeriodId, page, pageSize | | sherweb_billing_get_billing_periods | List available billing periods | page, pageSize | | sherweb_billing_get_charge_details | Get detailed breakdown of a specific charge | chargeId | | sherweb_billing_get_invoices | List invoices for the service provider | page, pageSize, status | | sherweb_billing_get_invoice_details | Get a specific invoice with line items | invoiceId |

Get Billing Periods

Call sherweb_billing_get_billing_periods to list available billing periods:

• Paginate: Set page (1-based) and pageSize (default 25)
• Returns billing period IDs, start/end dates, and status

Example: List recent billing periods:

• sherweb_billing_get_billing_periods with pageSize=10

Get Payable Charges

Call sherweb_billing_get_payable_charges with a billingPeriodId:

• Required: billingPeriodId from the billing periods list
• Paginate: Set page and pageSize for large result sets
• Returns all charges for the period with full pricing breakdown

Example: Get charges for a billing period:

• sherweb_billing_get_payable_charges with billingPeriodId=bp-2026-02, pageSize=100

Get Invoices

Call sherweb_billing_get_invoices to list invoices:

• Filter by status: Set status to filter (e.g., Paid, Unpaid, Overdue)
• Paginate: Set page and pageSize

Key Concepts

Charge Types

Sherweb categorizes charges into three types:

| Charge Type | Description | When Generated | |-------------|-------------|----------------| | Setup | One-time provisioning or activation fees | When a new subscription is created | | Recurring | Ongoing subscription charges | Each billing cycle (monthly/yearly) | | Usage | Consumption-based charges (e.g., Azure metered) | Based on actual usage during the period |

Billing Cycles

| Cycle | Description | Charge Frequency | |-------|-------------|-----------------| | OneTime | Single charge, no recurrence | Once at setup | | Monthly | Charged every month | Monthly billing period | | Yearly | Charged annually | Annual billing period |

Pricing Breakdown

Every charge in Sherweb includes a detailed pricing structure:

| Field | Type | Description | |-------|------|-------------| | listPrice | decimal | Vendor's published list price per unit | | netPrice | decimal | Partner's net price after distributor discounts | | quantity | integer | Number of units (seats, licenses, etc.) | | prorated | boolean | Whether the charge is prorated for a partial period | | proratedDays | integer | Number of days in the prorated period | | subTotal | decimal | Calculated subtotal before deductions (netPrice x quantity) |

Deductions

Sherweb applies deductions to reduce the partner's cost. Deductions come in three types:

| Deduction Type | Description | Calculation | |----------------|-------------|-------------| | PromotionalMoney | Fixed dollar amount promotional discount | Subtracted from subTotal | | PromotionalPercentage | Percentage-based promotional discount | Percentage off subTotal | | PerformancePercentage | Performance-based rebate for hitting volume targets | Percentage off subTotal |

Fees and Taxes

After deductions, additional line items may apply:

| Item | Description | |------|-------------| | fees | Administrative or platform fees added by Sherweb | | taxes | Applicable sales tax, GST, HST, or VAT | | total | Final amount payable (subTotal - deductions + fees + taxes) |

MSP Margin Calculation

To calculate your MSP margin on a Sherweb charge:

MSP Cost     = charge.total (what you pay Sherweb)
Client Price = your retail price to the customer
Margin       = Client Price - MSP Cost
Margin %     = (Margin / Client Price) * 100

Tips for margin analysis:

1. Compare listPrice vs netPrice to see your distributor discount
2. Factor in deductions -- promotional discounts reduce your cost
3. Performance percentage deductions reward volume; track these quarterly
4. Setup charges are one-time -- amortize across the subscription term for accurate monthly margin
5. Usage charges fluctuate -- use historical averages for margin forecasting

Field Reference

Billing Period Fields

| Field | Type | Description | |-------|------|-------------| | id | string | Billing period identifier | | startDate | date | Period start date | | endDate | date | Period end date | | status | string | Period status (Open, Closed, Processing) | | totalAmount | decimal | Total charges for the period |

Payable Charge Fields

| Field | Type | Description | |-------|------|-------------| | id | string | Charge unique identifier | | customerId | string | Customer the charge belongs to | | customerName | string | Customer display name | | subscriptionId | string | Associated subscription | | productName | string | Product or SKU name | | chargeType | string | Setup, Recurring, or Usage | | billingCycle | string | OneTime, Monthly, or Yearly | | listPrice | decimal | Vendor list price per unit | | netPrice | decimal | Partner net price per unit | | quantity | integer | Number of units | | prorated | boolean | Whether charge is prorated | | proratedDays | integer | Days in prorated period | | subTotal | decimal | Subtotal before deductions | | deductions | array | List of applied deductions | | fees | decimal | Additional fees | | taxes | decimal | Tax amount | | total | decimal | Final payable amount |

Invoice Fields

| Field | Type | Description | |-------|------|-------------| | id | string | Invoice unique identifier | | invoiceNumber | string | Human-readable invoice number | | invoiceDate | date | Date invoice was issued | | dueDate | date | Payment due date | | status | string | Invoice status (Paid, Unpaid, Overdue) | | totalAmount | decimal | Invoice total | | currency | string | Currency code (e.g., USD, CAD) | | lineItems | array | Itemized charges on the invoice |

Common Workflows

Monthly Billing Reconciliation

1. Call sherweb_billing_get_billing_periods to find the current or most recent closed period
2. Call sherweb_billing_get_payable_charges with the billingPeriodId, paginating through all results
3. Group charges by customerId to see per-customer totals
4. Compare Sherweb charges against what you bill each customer in your PSA
5. Flag discrepancies where MSP cost exceeds or is too close to client billing

Margin Analysis Across Customers

1. Fetch all payable charges for the billing period
2. For each customer, sum the total field across all charges
3. Compare against your retail billing to that customer
4. Calculate margin per customer and overall portfolio margin
5. Identify customers with negative or sub-target margins

Deduction Tracking

1. Fetch payable charges and filter for entries with non-empty deductions arrays
2. Group deductions by type (PromotionalMoney, PromotionalPercentage, PerformancePercentage)
3. Sum total savings from each deduction category
4. Track performance percentage deductions over time to monitor volume rebate trends

Invoice Verification

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