Work 365 Flexi Billing | Flexible Microsoft CSP Billing Automation

Billing is the beating heart of every Microsoft Partner business, yet for many CSPs and MSPs, it’s also the biggest obstacle to growth. Rigid billing cycles, manual reconciliations, and disconnected systems often make finance teams the bottleneck instead of the backbone.

Work 365 Flexi Billing changes that. It gives Microsoft Partners complete control over when and how they bill customers, without breaking alignment with Microsoft’s CSP model.

What Is Flexi Billing?

Flexi Billing is Work 365’s smarter approach to Microsoft CSP billing. It allows you to generate invoices based on each subscription’s own cycle and term, while still billing them on a date determined by the customer’s contract. Think of it as the perfect balance between structure and freedom:

• The contract cycle decides when the invoice is generated.
• The subscription cycle decides what is billed on that invoice.

This means your monthly or annual contract can include subscriptions that renew and bill independently, giving you flexibility for every product, customer, and billing model you manage.

Why Microsoft Partners Love Flexi Billing

1. Bill on Your Own Terms

With Flexi Billing, partners can define their own billing cadence instead of being locked into Microsoft’s. You can bill:

• Managed services in advance.
• Azure consumption in arrears.
• Hardware or one-time services on demand.

Work 365 automatically consolidates all these charges into the right contract cycle, so every invoice is accurate and easy to track.

2. Handle Complex Scenarios Effortlessly

Every partner knows that billing rarely stays static. Quantities change, customers upgrade, subscriptions renew at different times; and that’s where Flexi Billing shines. Work 365 automatically calculates prorated charges or refunds for mid-cycle changes using front-loaded proration logic. If a customer adds or removes seats halfway through a cycle, the system instantly adjusts the next invoice: no spreadsheets, no manual edits, no missed revenue.

💡Flexi Billing ensures that every billing event is captured and reflected automatically, keeping invoices precise and customer trust intact.

3. Discounts and Price Changes Made Simple

Whether discounts come from the contract or at the subscription level, Work 365 applies both intelligently.

• Contract-level discounts (e.g., 5%) and subscription-level discounts (e.g., 2%) are additive.
• Updated product prices sync automatically, ensuring every invoice reflects the latest Microsoft pricing and promotions.

That means no manual recalculations, no risk of outdated pricing, and consistent revenue reporting across all accounts.

4. Multi-Currency Billing with Microsoft Forex Alignment

Scaling across markets brings the complexity of fluctuating exchange rates. Work 365 handles that seamlessly by syncing with Microsoft’s official forex rates. You can:

• Bill in multiple currencies without conversion errors.
• Ensure consistency between your customer invoices and Microsoft billing.
• Maintain profitability even as rates change.

With multi-currency billing and forex alignment, partners can expand globally while staying compliant and confident in every number.

5. Reconciliation-Ready Data

Work 365 doesn’t replace your reconciliation process, it makes it faster and cleaner. Each invoice is generated with complete cost, margin, and revenue data, giving finance teams a single source of truth. Instead of spending hours cross-checking, your team can review, approve, and move forward — accelerating month-end closing and reducing errors.

How It Works in Practice

Here’s a simple illustration:

• A monthly billing contract starts on January 1, 2024.
• Within that contract, different subscriptions start at different times:
  • A monthly license beginning on January 22.
  • An annual commitment billed monthly from April 7.
  • Another annual commitment billed yearly from February 5.

Even though each subscription has its own billing frequency, Work 365 automatically aligns and generates all relevant invoices on the contract’s schedule. If changes occur mid-cycle (like quantity increases or product additions), Work 365 applies prorated charges instantly.

You keep the flexibility to manage billing your way, while Work 365 ensures everything adds up perfectly.

The Business Impact

With Flexi Billing, Microsoft Partners get:

• Flexibility: Bill however your customers prefer: advance, arrears, or hybrid.
• Accuracy: Real-time proration and Microsoft-aligned forex conversions.
• Efficiency: Automated invoicing and reconciliation-ready data.
• Scalability: Manage hundreds of contracts and currencies without complexity.

It’s the power to scale globally without losing control locally.

Ready to Experience Flexi Billing?

Flexi Billing is designed for Microsoft Partners who want to grow faster, operate smarter, and bill with confidence. Whether you manage dozens or thousands of subscriptions, Work 365 gives you the tools to streamline billing, protect margins, and deliver a world-class customer experience.

Book a Demo and see how Work 365 Flexi Billing can transform the way you bill: whatever, whenever, and however you want.