vania-janet/multiturn-rag-retrieval-data huggingface dataset:
Reconciling usage for nonsubscription multi-year account invoices 

As an IBM Cloud® customer with a nonsubscription multi-year account, understanding the different invoices that are available to you can help you understand your monthly cost breakdown.

Final invoice
: The finalized compilation of charges a user receives at the end of the month.
: Includes new and one-time charges from the 20th of the prior month to the 19th of the current month. For the examples referenced in this document, the new and one-time charges are from 20 February to 20 March.
: Includes the recurring charges from the recurring invoice in the IBM Cloud console.

Recurring invoice
: The recurring invoice is a system generated reference invoice that's located in the IBM Cloud console. The recurring invoice provides a line item breakdown of each recurring charge. This doesn't include every charge that appears on the final monthly invoice and is not the final invoice that you are charged for.

In this tutorial, you'll see a few invoice examples:



* [Figure 1](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-reconcile-invoiceIaaS-PaaS): The Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) invoice for March. This invoice is sent to the email associated with the account.
* [Figure 2](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-reconcile-invoicerecurring-console-invoice): The March recurring invoice. You can find your recurring invoice on the [Invoices page](https://cloud.ibm.com/billing/invoices).
* [Figure 3](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-reconcile-invoicenew-charges): A view of the invoice tab in the console with the new and one-time charges from 20 February to 19 March.





 Step 1: Review the totals on the final invoice
Because the report includes usage data for the entire account, you need Administrator access on the Billing service to export usage details.

This is not an estimate of your final bill. Instance costs don’t reflect your final bill because other charges or discounts might be applied to your account.



1. In the console, go to Manage > Billing and usage, and select Usage.
2. Click Export CSV and select one of the options:



* Click Summary for a high-level overview of the usage and associated costs for your account.
* Click Instance for detailed usage information about each service instance.



You can use the tag related columns in the instance CSV file to help analyze the resources in your account. For example, you might have multiple projects in an account, each with a Kubernetes cluster and a few Cloud Foundry app deployments. You can organize the CSV data according to the project tag on each instance so that you can better analyze the individual projects' cost. For more information about tagging, see [Working with tags](https://cloud.ibm.com/docs/account?topic=account-tag).

Consider creating tags as a key:value pair to group related tags. The key becomes a column in the CSV file and the value is populated in the respective rows of the column. If you don't follow a key:value tag style, the tags appear in the Other Tags column.







 Exporting your usage details to a .csv file by using the API 

You can export a summary of your account's usage, or information about your services and instances, to a CSV file. By exporting your CSV file, you can easily find usage and cost information estimates for each resource for chargebacks to your customers or to understand more about your costs. Because the report includes usage data for the entire account, you need Administrator access on the Billing service to export usage details.

This is not an estimate of your final bill. Instance costs don’t reflect your final bill because other charges or discounts might be applied to your account.



 Exporting your account summary .csv report by using the API 

The following examples show queries that you can use to download your account summary CSV report:
Changing a pricing plan 

If you already submitted a pricing plan and you need to make changes, you must open a support case. Changing a submitted pricing plan can take at least a full billing cycle.

To open a support case to change your pricing plan, complete the following steps:



1. Click the Help icon ![Help icon](https://cloud.ibm.com/docs-content/v1/content/ff5860bfede49db3197c4bbba7f7123769bdc068/icons/help.svg) > Support center from the console menu bar.
2. Click Create a case.
3. Select Account > Partner Center - Sell. Then, select Partner Center - Sell Price Change as the subtopic.
4. Click Next.
5. Enter a case subject line following this format: Your product name Price Change Request.
6. Provide the following details in the case description:



* Service ID
* Plan IDs
* Intended Delivery Date
* Link to Partner Center Entry
* Metric ID
* Price Change To



7. Click Next.

To maintain security, do not include any personal information, sensitive data, or device or service credentials. For example, don't include passwords, API keys, secrets, or credit card information.
8. Review your case summary, and click Submit case.



You will receive an email notification that your case was successfully submitted.

According to [the IBM Cloud Services Agreement](https://www.ibm.com/support/customer/csol/terms/?id=Z126-6304&cc=us&lc=endetail-document), we are required to provide our customers with a 30-day notice of any price changes. After you submit your support case, you must email the onboarding specailists at [cloud.onboarding@ibm.com](mailto:cloud.onboarding@ibm.com) to help draft this notification. Client notifications will be sent out on the first of the following month.
Viewing usage for your classic infrastructure resources 

You can view your device usage and service purchases for classic infrastructure devices and services by going to Manage > Billing and usage.



 Viewing billing and usage information 

To view billing and usage for classic infrastructure resources, you need an access policy with the Viewer role or higher on the Billing account management service. See [IAM access](https://cloud.ibm.com/docs/account?topic=account-userroles) for more information.



* Select Billing items to view billing items and their associated devices. Billing items are services and offerings that are not a server, such as storage. Associating a billing item with a device helps you track and organize costs in your invoice.

By default, the Billing items page displays all associated billing items. You can change your view by clicking the Associated Billing Items menu and selecting another option. You can associate or disassociate one item, or expand the Bulk Actions operation for multiple items at a time. You can cancel individual billing items at any time.
* Select Invoices to view detailed invoices that list your device and service usage and the billed amount for each item.

To view your billed usage for the current invoicing period, click the link with your next invoice date under Next Recurring Invoice.

You can download a PDF or spreadsheet copy of an invoice for your offline records by clicking the Download icon ![Download icon](https://cloud.ibm.com/docs-content/v1/content/9713d864488177dc6b273b53b7f2383a81f10bc1/icons/download.svg) and selecting your download options.







 Viewing device and service purchase information 

You can view information about your classic infrastructure device and service purchases by selecting an option from the Sales navigation.



* Select Device upgrades to view specific information, such as which devices are upgraded and the date the case was created and completed. To view this page, you need an access policy with the Viewer role or higher on the Billing service.

You can view all open and closed cases for your infrastructure device upgrades.
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If you select Custom, use the Type to add field to search for the developer organizations or communities that you want to be able to subscribe to the Plans in the Product.
9. In the APIs section, specify the APIs that you want to include in the Product.



1. Click the Add API icon.
2. Select the APIs that you want to include, then click Apply. The selected APIs are listed.



10. To make an API available to application developers, you must include it in a Plan. To add one or more Plans to the Product, click the Add Plan icon.



1. Expand the new Plan that has been created. If you have already added APIs to your Product, these are automatically included.
2. Rename your Plan in the Title and Name fields, and optionally add a description. Note: A Default Plan is automatically created for you, and you can include your API in this Plan if you do not want to create your own. However, if you decide not to use the Default Plan you must delete it, as a Product cannot be staged if it includes any Plans that do not include APIs.



11. Verify that the APIs you require are included in the Plan.



1. Expand the Plan to which you want to add an API.
2. Under APIs included, ensure that the check boxes of the APIs you require are selected. If there are APIs already selected, and you do not want them included in the Plan you are editing, clear their check boxes.



12. Optional: Add the billing information for your Plan. To add billing information, you must establish an account with a credit card processing service so your customers can pay with a credit card. Monthly billing Plans are billed on the same date of each month.
13. Optional: If you want to tailor which operations from an API are included in the Plan, hover the cursor over the API that contains the operation. Click the Show operations icon, and then select or clear the check boxes for the operations you want to include or exclude.
14.
Identify the departments within your company that correspond with the account groups.

If the contacts that are assigned to your account groups are associated with the department that you want to recover costs from, finding the contact is one way to find this information. Go to Manage > Enterprise and select Accounts. The contact for each account group is listed in the table.

However, billing practices vary by company. For example, the account group contact might be a technical focal that's not associated with the department that you want to charge. Always verify the correct department according to your company's accounting processes.

If your company uses billing codes to charge back costs to departments, add the billing code to the account group name to easily identify the code. For example,Sales - A2B3.
3. Pair the usage costs for each account group with the identified department, and follow your company's processes to submit the charges.
(https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-ts_cant-view-invoice) and [Viewing your invoices](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-managing-invoices) for more information.
* Why does my usage not match my invoice?

Your usage might not match your invoice because the months that are used to compare usage aren't the same, or the total amount of the orgs wasn't selected. For more information, see [Viewing your usage](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-viewingusage). If it still doesn't match, get in touch with us by calling 1-866-325-0045 and choosing the third option, or by opening a [support case](https://cloud.ibm.com/unifiedsupport/supportcenter).
* Why can't I manage my invoices?

You might not have the correct permissions. Ask your account owner to add you to the View account summary access group. For more information, see [Managing migrated SoftLayer account permissions](https://cloud.ibm.com/docs/account?topic=account-migrated_permissions).
* How can I download my invoice?

To download your invoice, go to Manage > Billing and usage, and select Invoices. Then, click the Download icon ![Download icon](https://cloud.ibm.com/icons/download.svg) and choose an invoice format. You can download an invoice as a simplified PDF, a detailed PDF, or as an excel spreadsheet. In some cases, you are redirected to the [IBM Invoices website](https://www.ibm.com/invoices) where you can download your invoices. From the Invoices page, click the Actions icon !
Ensure that each user is assigned only the level of access that is required to complete their job, including the ability to create new instances that might incur extra charges in your account. For more information, see [Managing access to resources](https://cloud.ibm.com/docs/account?topic=account-assign-access-resources).

Resources and applications that are left running in an account are subject to charges based on the pricing and description of the product. For example, this includes buildpacks, Platform as a Service, and Infrastructure as a Service.

If you believe that charges on your invoice are incorrect, [contact Support](https://cloud.ibm.com/unifiedsupport/supportcenter) within 30 calendar days of the invoice due date or use the contact information that is found on your invoice.
* Why did I get billed for a resource I deleted?

A resource A physical or logical component that can be provisioned or reserved for an application or service instance. Examples of resources can include storage, processors, memory, clusters, and VMs. is anything that you can create from the catalog that is managed by and contained within a resource group. You're billed for resources in your account until you cancel them. If you deleted a resource or have resources in your account that are no longer used, make sure to cancel all billing items associated with those resources. Billing items can't be recovered after they are canceled. For more information, see [Cancelling your billing items](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-cancel-billing-items).
* Can I add a tax identification number to my account?

If you are not subject to tax, you can provide us with a tax identification number by using the contact information that is found on your most recent invoice. After your tax identification number is accepted, you are not charged taxes on any future invoices. The removal of tax charges from your account is not retroactive and can't be refunded.

IBM Cloud complies with all tax regulations. Taxes are assessed based on the laws that correspond to the address on your account.
* How can I monitor spending?
If Q is <=Q1, T=P1 * Q<br><br>If Q1 < Q <=Q2, T=P2 * Q<br><br>If Q2 < Q <=Q3, T=P3 * Q Q1=1000, P1=$1<br><br>Q2=2500, P2=$0.9<br><br>Q3=10000, P3=$0.75<br><br>T=$0.75 * 5000=$3750 
 Graduated tier (step tier) The price per unit varies as the quantity-consumed moves into different predefined tiers. The total charge involves cumulating the charges from the previous tiers T1=P1 * Q (0 < Q<br><br>If Q1 < Q <=Q2, T=T2<br><br>If Q2 < Q <=Q3, T=T3 Q1=1000, P1=$1, T1=1 * 1000<br><br>Q2=1500, P2=$0.9, T2=0.9 * 1500<br><br>Q3=10000, P3=$0.75, T3=0.75 * 2500<br><br>T=1000 +1350+1875=$4225 
 Block tier (up to) The total amount that is charged is established by an up to quantity that doesn't vary within the block If Q is <=Q1, T=T1<br><br>If Q1 < Q <=Q2, T=T2<br><br>If Q2 < Q <=Q3, T=T3 Q1=1000, T1=$0<br><br>Q2=2500, T2=2500<br><br>Q3=10000, T3=$4500<br><br>T=$4500 



Block tier pricing is not currently supported. If your product migrated from the resource management console, and you used block tier pricing, it is still honored. However, you can't add any new block tier pricing plans at this time.





 Metrics for metering models
Ensure that each user is assigned only the level of access that is required to complete their job, including the ability to create new instances that might incur extra charges in your account. For more information, see [Managing access to resources](https://cloud.ibm.com/docs/account?topic=account-assign-access-resources).

Resources and applications that are left running in an account are subject to charges based on the pricing and description of the product. For example, this includes buildpacks, Platform as a Service, and Infrastructure as a Service.

If you believe that charges on your invoice are incorrect, [contact Support](https://cloud.ibm.com/unifiedsupport/supportcenter) within 30 calendar days of the invoice due date or use the contact information that is found on your invoice.





 Why did I get billed for a resource I deleted? 

A

resourceis anything that you can create from the catalog that is managed by and contained within a resource group. You're billed for resources in your account until you cancel them. If you deleted a resource or have resources in your account that are no longer used, make sure to cancel all billing items associated with those resources. Billing items can't be recovered after they are canceled. For more information, see [Cancelling your billing items](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-cancel-billing-items).





 Can I add a tax identification number to my account? 

If you are not subject to tax, you can provide us with a tax identification number by using the contact information that is found on your most recent invoice. After your tax identification number is accepted, you are not charged taxes on any future invoices. The removal of tax charges from your account is not retroactive and can't be refunded.

IBM Cloud complies with all tax regulations. Taxes are assessed based on the laws that correspond to the address on your account.





 How can I monitor spending? 

You can view your monthly runtime and service usage by clicking Manage > Billing and usage > Usage.
Go to the [Payments](https://cloud.ibm.com/billing/payments) page in the IBM Cloud console. In the Add Payment Method section, enter the billing information for your new card, and click Add credit card.

To switch to a different payment method, select Pay with Other, and click Submit change request. A support case to change your payment method is then created for you.

If your payments are managed outside of the console, go to IBM.com and log in to the Manage Payment Method application to update your credit card. For more information, see [How do I add a credit card when the option isn't available through the console?](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-ts-ccibm)
* How do I change my payment method?

For a Pay-As-You-Go account, you must have an active credit card on file. Our Subscription and IBM Cloud Enterprise Savings Plan account types might enable you to use other payment options. Contact an [IBM Cloud Sales](https://cloud.ibm.com/catalog?contactmodule) representative to inquire about payment options.
* Why didn't my credit card process?

Protecting your identity is a priority for us, so we take credit card verification seriously.

If your credit card did not process successfully, contact us by calling 1-866-325-0045 and selecting the third option. For information about specific error messages, see [Credit Card error messages](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-cc-error-messages).

You might manage your payment method on a separate billing platform, [IBM Billing](https://myibm.ibm.com/billing/). For more information about that process, see [Managing your payment method outside of the console](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-linkedusagepayment-method-ibm).
* Can I check the status of my account's updated payment method?

Yes, you can.
Why can't I update my billing address? 

You can't update the billing address for a credit card in the IBM Cloud console. You must contact support to update the billing address on an existing credit card.

  What’s happening 

When you try update your payment details, you can't update the billing address for the credit card.

  Why it’s happening 

On the [Payment methods page](https://cloud.ibm.com/billing/payments), you can't edit the billing address in the IBM Cloud Console.

  How to fix it 

To update the billing address for a credit card, go to [IBM Cloud Support](https://cloud.ibm.com/unifiedsupport/supportcenter). Depending on your level of support, you can chat with a support agent or open a case.
For some accounts, invoices are available through the [Invoices@IBM](http://ibm.com/invoices) website. See the [Viewing and downloading invoices for all other accounts](https://cloud.ibm.com/docs/billing-usage?topic=billing-usage-managing-invoicesviewing-external-invoices) section for more information.







 Viewing and downloading invoices for all other accounts 

If you own one of the following accounts, you can view your invoice on the [Invoices@IBM](http://ibm.com/invoices) website, which is linked from the [Invoices page](https://cloud.ibm.com/billing/invoices) in the IBM console.



* New and existing Pay-As-You-Go accounts that are based in the US with any payment method other than a credit card
* New and existing Pay-As-You-Go accounts not based in the US
* New and existing Subscription accounts worldwide



To save a copy of your invoice, click the PDF icon in the Invoice Number column. Then, click the Download icon ![Download icon](https://cloud.ibm.com/docs-content/v1/content/9713d864488177dc6b273b53b7f2383a81f10bc1/icons/download.svg).



 Getting access to Invoices@IBM 

If you are attempting to access the [Invoices@IBM](http://ibm.com/invoices) website for the first time, you can sign up with your IBMid, complete your profile, and provide your IBM customer number to access your account. Your IBM customer number is used for identification purposes during your registration process with the IBM Invoices page and during other interactions with [IBM Support](https://www.ibm.com/support/home/).

To ensure that access is granted to the correct individuals, you must register using an email address that includes your company's domain, such as ibm.com. Requests using personal, non-company-specific email addresses might not be approved.