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Billing

In Cirro, every project requires a billing account, which has details on how incurred costs will be charged. Billing accounts have a one to many relationship, so multiple projects can charge to the same billing account, but every project has only one billing account. Only organizational administrators can create and edit billing accounts.

Creating a Billing Account

To create a new billing account, go to the Billing page in the Systems section. At the top of this page, click the "Create Billing Account" button.

create billing account button

This button will bring up a pop up window for you to fill out the following information:

  • Account Owner: An email for the official owner of the billing account.
  • Account Name: A unique name for the billing account.
  • Account Organization: The name of the organization associated with the account owner.
  • Contact Name: The name of the person who should be contacted for any issues regarding billing.
  • Contact Email: The email for the contact person.
  • Contact Phone: (Optional) The phone number for the contact person.
  • Customer Type: Select "Internal", "Consortium", or "External" based on how the account owner relates to the Cirro organization.
  • Billing Method: Choose how you want to charge for the project. Your options are a budget number, a purchase order, or a credit (e.g. an AWS credit).
  • Billing Value: Enter the budget number, purchase order number, or credit number based on your selection above.

Once the billing account has been created, select the account from the Billing page to add people who are allowed to use the account, also known as "delegates".

Editing a Billing Account

To edit an existing billing account, click the account name on the Billing page to bring up a pop up window where you can edit the options listed above.

Billing Reports

Users can view aggregated billing reports using the "Create Billing Report" button. This button will bring up a pop up with a table of costs across projects and services. You can filter by date and services in the right-hand sidebar and use the export buttons to download the table as either an Excel spreadsheet or a CSV file.