> For the complete documentation index, see [llms.txt](https://docs.onelens.cloud/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.onelens.cloud/settings/invoice-adjustments.md).

# Invoice Adjustments

Invoice Adjustments allow you to reconcile raw cloud provider billing with the actual invoice amount paid.

Cloud bills often differ from invoices due to:

* MSP markups or discounts
* Private Pricing Agreements (PPA)
* Enterprise Discount Programs (EDP)
* Savings Plans & Reserved Instances
* Marketplace private offers
* Special negotiated unit pricing

Invoice Adjustments let you define rules that transform **Bill View** into **Invoice View**.

<figure><img src="/files/X8CzlJMe5kDebGR0YuvE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vr4LrFduhk3XSC72faLR" alt=""><figcaption></figcaption></figure>

***

## Why Invoice Adjustments Matter

Without adjustments:

* Finance cannot reconcile invoices
* Engineering optimizes against incorrect numbers
* Margin reporting is inaccurate
* Shared discounts are not fairly allocated
* Amortized contracts create monthly spikes

Invoice Adjustments solve this by introducing a rule-based pricing engine on top of cloud billing data.

***

## Bill View vs Invoice View

OneLens supports two cost perspectives:

| View             | Description                 | Used By             |
| ---------------- | --------------------------- | ------------------- |
| **Bill View**    | Raw cloud provider data     | Engineering, DevOps |
| **Invoice View** | Bill View + all adjustments | Finance, CFO, MSPs  |

Users can toggle between views globally.

All dashboards, exports, and reports respect the selected view.

***

## How Invoice Adjustments Work

Invoice Adjustments use a **rules engine**.

Each rule defines:

* Scope (what costs it applies to)
* Value (percent, absolute, or replace price)
* Priority (execution order)
* Stacking behavior
* Allocation logic
* Effective period

Rules are executed in priority order.

Lower priority number = runs first.

***

## Creating an Invoice Adjustment Rule

Navigate to:

**Settings → Invoice Adjustments → Create Rule**

***

### 1️⃣ Category

Select the adjustment type:

* MSP (Managed Service Provider)
* PPA (Private Pricing Agreement)
* Savings Plan
* EDP
* Marketplace
* Custom

This is used for classification and reporting.

***

### 2️⃣ Set Scope

Define where the rule applies.

#### Cost Source

Select:

* AWS
* Azure
* GCP
* OCI

#### Billing Accounts

Choose one or multiple billing accounts.

***

#### Scope Options

You can apply a rule to:

* **Services** (e.g., EC2, CloudFront, RDS)
* **Accounts**
* **Usage Type**
* **Entire Bill**

***

<figure><img src="/files/thP7AV8SXKtlAYnOyT1m" alt=""><figcaption></figcaption></figure>

***

## 3️⃣ Set Value

Choose the adjustment type:

#### Percentage Discount

Example:

* 13% MSP discount
* 95% CloudFront PPA

Calculation:

```
new_cost = original_cost × (1 - discount%)
```

***

#### Absolute Discount

Example:

* $10,000 monthly discount

Applied across scope.

Never reduces cost below $0.

***

#### Replace Price / Unit

Used for usage-based special pricing.

Example:

* CloudFront negotiated rate = $0.04/GB

Calculation:

```
new_cost = usage_quantity × new_price
```

This replaces the unit rate entirely.

***

## 4️⃣ Distribution Logic

Defines how the adjustment is allocated.

Available strategies:

#### Direct Allocation

Applies directly to matched line items.

#### Cost-Weighted Allocation

Distributes proportionally based on existing cost.

#### Fixed Proportional Allocation

User defines exact percentages per cost center.

#### Even Split

Divides equally across selected targets.

***

## 5️⃣ Configure Period

Define when the rule is active.

* Frequency: Monthly
* Start Date
* End Date (optional)

This supports:

* Temporary contracts
* Time-bound PPAs
* Multi-month deals

***

## Rule Priority & Stacking

Rules execute in priority order.

Example:

| Rule                       | Priority |
| -------------------------- | -------- |
| CloudFront Special Pricing | 0        |
| OpenSearch Extra Discount  | 1        |
| MSP Global Discount        | 3        |

Execution order:

1. CloudFront pricing
2. OpenSearch discount
3. Global MSP discount

***

### Stacking Behavior

If **Stackable = Yes**

→ Next rule applies on adjusted cost.

If **Stackable = No**

→ Processing stops for that line item.

This is important for:

* Replace price rules
* Exclusive contracts
* Override pricing

***

## Example Scenarios

***

### Example 1: MSP Global Discount (13%)

Bill:

* Total AWS: $850,000

Rule:

* 13% discount
* Scope: Entire Bill

Invoice:

* $739,500

***

### Example 2: Stacked Discounts

OpenSearch:

* Bill: $120,000

Apply:

1. 10% service discount → $108,000
2. 13% global MSP → $93,960

Effective discount: 21.7%

***

### Example 3: Replace Price (CloudFront)

Usage:

* 1,000,000 GB
* AWS rate: $0.085

Bill:

* $85,000

Replace price:

* $0.04/GB

Invoice:

* $40,000

***

## Amortization Support

Invoice Adjustments support amortizing upfront payments.

Example:

* $144,000 Savings Plan upfront
* 12-month contract

Without amortization:

* January shows $144,000 spike

With amortization:

* $12,000 per month

This ensures accurate budgeting and forecasting.

***

## Import from CUR

You can import adjustments directly from billing data.

Supported imports:

* Savings Plans
* Reserved Instances
* EDP discounts
* Marketplace private offers

System detects:

* Upfront fees
* Recurring fees
* Discount line items

You can preview before saving.

***

## Audit & Transparency

Every rule provides:

* Impact preview before save
* Before/After breakdown
* Priority display
* Allocation details
* Rule history

Finance teams can trace:

* Which rule affected which cost
* In what order
* By how much

***

## Best Practices

* Use service-specific rules with higher priority.
* Apply global discounts last.
* Use Replace Price for negotiated per-unit pricing.
* Enable amortization for upfront contracts.
* Review rule impact monthly.

***

## Summary

Invoice Adjustments allow you to:

* Reconcile billing and invoices
* Model MSP markups/discounts
* Handle PPAs and special pricing
* Amortize contracts
* Allocate shared discounts
* Maintain audit transparency

It ensures both Engineering and Finance work from the correct cost view.

## Viewing Invoice Adjusted Costs in Cost Atlas

Once Invoice Adjustment rules are configured, you can analyze the adjusted costs directly in **Cost Atlas**.

Cost Atlas respects the selected cost view and recalculates all charts, breakdowns, and exports accordingly.

***

### How to Switch to Invoice View

1. Navigate to:\
   **Observe → Cost Atlas**
2. Locate the **Cost View Toggle** (top control bar).
3. Switch from:
   * **Bill View** → **Invoice View**

Once selected:

* All totals reflect adjusted costs.
* Service breakdown reflects stacked rules.
* Cost center allocations include distributed discounts.
* Amortized contracts reflect monthly slices (if amortization is enabled).

***

<figure><img src="/files/SrTV1iNZ0ENk5SlRctAd" alt=""><figcaption></figcaption></figure>

***

## What Changes in Invoice View

When Invoice View is enabled:

| Component           | Behavior                              |
| ------------------- | ------------------------------------- |
| KPI Cards           | Show adjusted totals                  |
| Time Series Charts  | Reflect post-adjustment trends        |
| Service Breakdown   | Shows final invoice amounts           |
| Cost Center Reports | Include allocated discounts           |
| Margin Analysis     | Displays delta between Bill & Invoice |
| CSV Exports         | Export adjusted values                |

All filters (account, date range, cost center, service) continue to work normally.

***

## Combining with Cost Metric Toggle

Cost Atlas supports two independent toggles:

| Toggle                 | Controls                   |
| ---------------------- | -------------------------- |
| Bill vs Invoice        | Raw vs Adjusted cost       |
| Unblended vs Amortized | Timing of cost recognition |

This enables four possible combinations:

1. Bill View + Unblended
2. Bill View + Amortized
3. Invoice View + Unblended
4. Invoice View + Amortized

This flexibility supports:

* Engineering optimization (Bill + Unblended)
* Budget forecasting (Bill + Amortized)
* Finance reconciliation (Invoice + Amortized)
* Margin analysis (Invoice + Unblended)

***

## Verifying Adjustment Impact

To validate a rule’s effect:

1. Open Cost Atlas in **Bill View**
2. Note service or total cost
3. Switch to **Invoice View**
4. Compare the delta

You can also:

* Drill into a service
* Filter by usage type
* Filter by cost center
* Export both views for reconciliation

***

## Margin Visibility

Cost Atlas automatically enables margin visibility when Invoice View is active.

Example:

| Metric        | Value      |
| ------------- | ---------- |
| Total Bill    | $1,000,000 |
| Total Invoice | $870,000   |
| Margin        | $130,000   |
| Margin %      | 13%        |

This is especially useful for:

* MSP partners
* Resellers
* Enterprise internal chargeback models


---

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