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:

Compare listPrice vs netPrice to see your distributor discount
Factor in deductions -- promotional discounts reduce your cost
Performance percentage deductions reward volume; track these quarterly
Setup charges are one-time -- amortize across the subscription term for accurate monthly margin
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

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

Margin Analysis Across Customers

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

Deduction Tracking

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

Sherweb Billing

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