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.

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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.

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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.

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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.

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Creating an Invoice Adjustment Rule

Navigate to:

Settings → Invoice Adjustments → Create Rule

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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.

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2️⃣ Set Scope

Define where the rule applies.

Cost Source

Select:

• AWS

• Azure

• GCP

• OCI

Billing Accounts

Choose one or multiple billing accounts.

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Scope Options

You can apply a rule to:

• Services (e.g., EC2, CloudFront, RDS)

• Accounts

• Usage Type

• Entire Bill

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3️⃣ Set Value

Choose the adjustment type:

Percentage Discount

Example:

• 13% MSP discount

• 95% CloudFront PPA

Calculation:

new_cost = original_cost × (1 - discount%)

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Absolute Discount

Example:

• $10,000 monthly discount

Applied across scope.

Never reduces cost below $0.

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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.

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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.

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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

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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

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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

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Example Scenarios

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Example 1: MSP Global Discount (13%)

Bill:

• Total AWS: $850,000

Rule:

• 13% discount

• Scope: Entire Bill

Invoice:

• $739,500

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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%

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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

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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.

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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.

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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

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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.

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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.

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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).

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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.

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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)

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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

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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