Overview

The MSP Billing Rules Engine empowers managed service providers (MSPs) to programmatically customize billing charges seen by their child tenants. It enables precise modifications to costs, credits, and margins, helping MSPs reflect negotiated pricing, discounts, and markups directly in the child tenant’s billing view.

Key Capabilities

Apply discounts or uplifts across specific resources or services
Adjust costs to list prices or negotiated rates
Add operating margins to specific billing dimensions
Create multiple rules per tenant or apply rules globally
Control rule execution order using rule priority

Navigation

You can access this feature via:
Billing Rules Engine → Create Rule

Creating a rule

Click “Create Rule” to define pricing adjustments.

Rule Details

Field	Description
Name	A descriptive title for the rule (e.g., `10% uplift on Compute Credits`)
Start Date	Required. Determines when the rule becomes active
End Date	Optional. End of rule’s effectivity period

Rule Type

Choose a rule Type from the dropdown:

Type	Description
Adjust to List	Sets pricing to list rate (optionally with offset %)
Back Out Line Item	Removes or nullifies matching billing records
Operating Margin	Applies an uplift % to cost/credit line items to reflect profit margins
Rerate	Adjusts pricing based on a percentage change to selected base values

Adjust to List

Normalize pricing to cloud provider list prices. Often used when your pricing agreement mandates showing customers the public rate regardless of your actual spend.

Configuration

Automatically sets the base rate to list pricing (with optional offset).
Offset %: Apply a markup (positive) or discount (negative) to the list rate (e.g., +10% uplift).

Use cases

Show customers AWS/Azure/GCP list rates
Use as a reference point for rebates or discounts
Ensure pricing consistency across tenants

Operating Margin

Add a profit margin on top of costs or credits (e.g., Billed Cost, Absolute Credits) to represent MSP overhead or markup.

Configuration

Select base field: e.g., Billed Cost or Absolute Credits
Enter a percentage uplift (e.g., 20% margin = 20%)

Use cases

Add a 25% operating margin across services for all tenants
Apply a 15% margin to only Compute Engine resources
Ensure profitability per resource SKU

Rerate

Modify billing amounts by a fixed percentage offset relative to either list price or billed cost, without resetting to list pricing like “Adjust to List”.

Configuration

Select base metric: Billed Cost or Absolute Credits
Enter offset percentage:
→ +10% to increase prices by 10% → -15% to apply a 15% discount

Use cases

Apply negotiated customer discount (e.g., -12%)
Increase base prices to reflect exchange rate changes
Implement time-based promotional pricing

Filters

Each rule type allows optional filters to target specific line items (e.g., service name, SKU, project).

Tenants

Type	Description
Add Tenant	Specify which tenants the rule applies to
Apply to All Tenants	Toggle on to automatically apply rule to all current and future tenants

Rule Priority

Rules execute top to bottom. The first applicable rule takes precedence.

Feature	Description
Enable Priority Toggle	Turns on rule ordering logic
Drag & Drop	Reorder rules by execution order
Execution Order	First (1) runs before second (2), and so on

Visibility in reports

All rerated or adjusted values become visible in:
Ternary Reporting Engine
Cost Reports
Tenant Views (child tenants only see modified values)

ℹ️ If you do not see the Billing Rules Engine, contact your Ternary administrator to assign the proper access permissions.