Generating invoices in Zenskar

From zero to invoice.

Zenskar helps you manage billing at scale irrespective of the complexity of the pricing structures in your contracts. To generate an invoice, you must:

Step 1: Create a customer

Create a customer.


Step 2: Help Zenskar ingest usage data

๐Ÿ“–

Raw metrics versus aggregates

Metrics represent all the data that you capture to analyze trends across your business and technology domains. Raw metrics are unfiltered data. Derived metrics, on the other hand, are generated when a certain combination of selection criteria (or filters) is applied on the raw metrics.

Aggregates are derived metrics. Average, count, distinct, maximum, minimum, and sum are some selection criteria (or filters) applied on raw metrics to derive aggregates.

Fig. 8: Deriving aggregates from raw metrics by applying necessary filters

Fig. 1: Deriving aggregates from raw metrics by applying necessary filters

  1. Data Sources: We pullย usage data from your data infrastructure. This usage data can be either raw metrics or aggregates.
Data sourceDescription
Auth0Auth0 is a flexible, drop-in solution to add authentication and authorization services to your applications.
BigQueryBigQuery is a serverless and cost-effective enterprise data warehouse that works across clouds and scales with your data.
CockroachDBA distributed SQL database designed for speed, scale, and survival.
Google SheetsAn online spreadsheet editor from Google.
LookerYour unified business intelligence platform. Self-service. Governed. Embedded.
MetabaseAn open-source business intelligence platform.
MongoDBCross-platform document-oriented database.
MySQLAn open-source relational database management system.
PostgreSQLPostgreSQL is a powerful, open source object-relational database system with over 35 years of active development that has earned it a strong reputation for reliability, feature robustness, and performance.
QuickBooksAn online accounting software for small businesses.
SnowflakeData platform as a self-managed service.
RedshiftAmazon Redshift is a data warehouse product which forms part of the larger cloud-computing platform Amazon Web Services.
  1. Raw Metrics: You pushย usage data to Zenskar. This usage data can be either raw metrics or aggregates.
  1. Finally, derive aggregates from raw metrics. There are two types of queries you can write:
  • Aggregate query: SQL query to create a intermediate aggregate table, aggregates, to hold billable aggregates for all customers in a given billing period. This query is optional if your data source contains aggregates (not raw metrics).
  • Customer-specific query: Mandatory SQL query to fetch customer-specific billable aggregates from the aggregates table.

Step 3: Create products

๐Ÿ”–

Product

In Zenskar, a product is any service or product you sell to your customer as part of a contract.

In a metered product, you measure customer activity or consumption of resources in a given period.

In a non-metered product, you do not measure customer activity or consumption of resources. The number of units purchased and the charges are defined in the contract.

The legal contract you sign with your customer contains details of:

  • all products
  • pricing models associated with those products

Based on your legal contract, create appropriate products in Zenskar. Common pricing models are listed below:


Step 4: Create contracts

Contract template

Do you want a reusable contract template that can be further customized for special cases? If yes, create a contract template.

๐Ÿ”–

Contract template

A contract template is a reusable contract pattern that contains product and feature definitions.

A template can be used as a guide to make tangible Zenskar contracts.
A contract that is based on a template will inherit all the products and features of the template it is based on. You can override the template values to create customized contracts.

Contract

If reusable contract templates are not needed, you can create a contract directly using products. Else, you can use a contract template as base to create customized contracts.

๐Ÿ”–

Contract

A contract, in general, is a formal and legally binding agreement between you and your customer. This is an all-encompassing document that defines how you and your customer will conduct business. However, in Zenskar, the concept of a contract refers only to a subset of the general contract and contains data related to usage, pricing models, and other billing determinants.

Contract types
Prepaid commitment with postpaid overages
Prepaid subscription with postpaid overages
Documentation for many more contract types coming soon.

Step 5: Generate invoices

Generate invoices.