About Billing

Video – Billing History

Getting Started

Billing History can be accessed from the Customer Portal. Use Billing History to view or download charges and payments for your Equinix IBX data center deployments. Billing History provides a high-level summary of all your billing account transactions (invoices, credit memos, and payments) for the past 12 months.

New Users

New users must create an account on the portal. To create an account, contact your company's portal administrator, Equinix representative, or the Global Service Desk.

Existing Users

Existing users can access Billing History through the Customer Portal:

  1. Log into the portal.

  2. Enter your user name and password, then click Sign In.

  3. Click on , go to Company Management, select Billing.

To improve your overall billing experience, our invoicing system includes the following features.

  • By default, one monthly invoice is produced for each customer account. Optionally, you can request for future invoices to be split into separate invoices — grouped by IBX, purchase order, product category, recurring vs One-time charges, etc.

  • For resellers, your charges are grouped and totaled separately so you can differentiate them from your customers’ charges. This helps you reconcile your invoices faster, and allows you to bill your customers more easily.

To customize how the charges are grouped on your invoices, email our Billing team.

Important: To request group customizations, you must include your Account Number in the subject of the email.

Note: The available file formats may vary based on your country, language, and account type.

For most accounts, you can download your invoices in PDF or XLS format.

Note: PDF invoices are also emailed to your organization. Payment instructions and payment terms are shown on the first page of the PDF invoice.

Two versions of each invoice are available for download — a detailed invoice and a summary invoice. And for countries that require government invoice documents, additional files may be available for download (such as a Boleto or Nota Fiscal (NF)).

Summary vs Detailed Invoice

  • For XLS files, the detailed invoice includes more columns than the summary invoice (such as UCM ID, Order Booked Date, Order Source, Serial #, UUID, and information about any expected price increases). The XLS file can be sorted, filtered, etc.

  • For PDF files, the detailed invoice shows additional Location and Serial # information for each row.

Tip: You can also configure our Billing API to import billing information directly into your accounting system.

All invoices are available in English. If the language designated for your billing account is not English, two copies of each invoice are shown: one in English and one in the designated language.

Tip: To change the preferred language for your billing account, email our Billing team.

Note: Non-English invoices are not available in XLS format.

Tip: You can download your invoices individually or in bulk.

To view Billing History, you first need the Billing and Payments permission for the account you want to view.

To see your current permissions in the portal:

  1. Under your user name, select My Profile:

  2. Click the Permissions tab.

  3. If you see the Billing and Payments tile with "Permissions Granted" (as shown below), click the tile to see more details.

    Your permissions for each account are shown:

    Icon Meaning
    You have permission to view billing history for the account.
    You don't have permission to view billing history for the account.

    If you don't have permissions for all the accounts you need:

    1. Click Request Additional Permissions (top-right corner of the Billing and Payments permissions tab).

      A list of Administrators who can grant access is shown.

    2. For one or more Administrators in the list, click + Add.

    3. Under Administrator(s) Selected (at the bottom), click Email Selected.

      A draft email opens in your default email program (such as Outlook). You can modify it as needed before sending.

  4. If the Billing and Payments tile is not shown, you can follow the steps below to request access:

    1. Click Request Permissions, then click the Billing and Payments tile.

      A list of Administrators who can grant access is shown.

    2. For one or more Administrators in the list, click + Add.

    3. Under Administrator(s) Selected (at the bottom), click Email Selected.

      A draft email opens in your default email program (such as Outlook). You can modify it as needed before sending.

Video – New Billing History Experience

From the Operations menu, select Billing History.

Note: If you cannot access billing information in the Customer Portal, contact your portal master administrator for permissions.

A list of invoices is shown, grouped by Account number. You can choose to view Billing History using either the Legacy or Beta version. The Beta version is a new enhanced way of viewing your Billing History which allows you more detailed access to transaction details and more control over what is displayed.

Note: Beta version shows an additional column Charges Due which displays your net invoice amount.

Tip: You can sort the rows by account number or account name.

  1. Locate the desired account, then click the arrow () to see the invoices and credit memos available for that account.

    The items are shown in descending date order (newest at the top).

    Note:

    • For Invoices and Credit Memos, the Date column shows the date the invoice or credit memo was generated.

    • For Applied payments, the Date column shows the date the payment was credited to the account.

    • For Unapplied payments, the Date column shows the date Equinix received the payment.

  2. To filter the invoices for the selected account, choose a month from the Months drop-down list.

  3. Under the Download Documents column for the desired invoice, specify whether you want a detailed invoice or a summary invoice, and select a file type (either .XLS or .PDF).

    The file is downloaded to the default download location on your computer or device.

  1. Locate the desired account by searching the account name. Click on the account name to access the Account Summary.

    The Charges Due will be displayed in Account Summary. It will show you your net invoice amount for the past 12 months. This includes scheduled transactions but excludes unapplied payments and credit memos. For multicurrency transactions, they are calculated based on the exchange rate at the time of the updated date.


    Items are shown in descending date order (newest at the top).

    Note:

    • For Invoices and Credit Memos, the Date column shows the date the invoice or credit memo was generated.

    • Transaction Details column shows relevant information depending on the account to identify importance invoices.

      • Reseller accounts show charged account details such as: reseller account name, sub-account name, sub-account count.

      • Direct accounts show charged IBX count.

  2. In Account Summary, you can search by transaction number, filter by date or transaction type.

  3. Click on transaction number to see the Transaction Details.

    Note: For accounts with restricted access to transaction details, download the invoice document to view the details.

  4. In Transaction Details, you can search by sales order number, billing agreement number or purchase order number, filter by product category, periodic charge type or data center location code.

  5. Click on the icon to download documents. You can choose whether you want a detailed invoice or a summary invoice, and select a file type (either .XLS or .PDF).

  6. You can also click on the Billing Library to access documents that support invoice reconciliation, such as invoices, credit memo and countersigned orders.

    Note: For accounts with restricted access to Billing Library, contact our Billing team for required documents.

Billing History supports the downloading of multiple documents to save time. The Beta version of Billing History has enhanced this feature.

Note: Legacy version of Billing History only allows you to download multiple invoices for the same month.

  1. Click the Download multiple documents here option:

    The Download Multiple Documents screen opens:

  2. Choose a month, then select the invoices you want (up to 10).

  3. Choose a file type (.XLS or .PDF).

  4. Click Download.

    A zip file is downloaded to the default download location on your computer or device.

The Beta version of Billing History allows bulk downloads of credit memo and boleto.

  1. Locate the desired account. Click on the account name to access the Account Summary.

  2. Tick the checkboxes of the transactions to download.

  3. Click on Download and select the format, summary or detailed, and the language to download.
    A zip file is downloaded to the default download location on your computer or device.

Note: The currency used to calculate the charges is shown in the upper-right corner.

The first page includes:

  • The Equinix contracting entity name and address

  • Your ‘Bill to’ details

  • A summary of charges

  • Invoice details (invoice number, date, PO number (if applicable), account details)

  • Payment instructions

  • Contact information for the Billing team

Page 2 provides a breakdown of the Summary of Charges (by charge type) — line by line for each active billing agreement.

Note: Individual assets are combined when the billing agreement, product / service type and price are the same.

Numbered callouts in the sample above:

  1. The first Sales Order (SO#) for Space becomes your Billing Agreement.

  2. All further SO for the same Space will reference the SO# in the first invoice; subsequent invoices will reference the Billing Agreement number.

  3. If multiple IBXs are on the same invoice, each has its own sections for Recurring Charges, Prior Period Charges, and One Time Charges.

  4. Ongoing recurring charges. (Monthly charges from your Purchase Order are shown in this section.)

    Note: When new Monthly charges are invoiced for the first time, they appear under Prior Period Recurring Charges. For all subsequent invoices, they appear under Recurring Charges.

  5. Prior period recurring charges for prorated charges of new assets installed, and back-billed services/charges. (Monthly charges from your Purchase Order are shown in this section.)

    Note: When new Monthly charges are invoiced for the first time, they appear under Prior Period Recurring Charges. For all subsequent invoices, they appear under Recurring Charges.

  6. One-time charges (such as installation/deinstallation fees and Smart Hands orders). (One-time charges from your Purchase Order are shown in this section.)

  7. If different Purchase Orders are provided for different services/charge types, they appear here. (If a single Purchase Order is used for the entire invoice, it appears on Page 1 under the Billing Cycle.)

The columns on Page 2 are:

  • LN# – Line item number

  • SO# / Billing Agreement # – Sales order number of the product or services

  • IBX – Data center that accrued the charges

  • Product – Product category: Space, Power, Interconnection, Services (such as Smart Hands), or Business Continuity

  • Product Description and Details – Description of the specific product or service

  • Reference – The purchase order number and/or customer reference number (if any); if two numbers are shown, the first is the PO number, the second is the customer reference number

  • Product Code – Product number shown on quotes

  • Qty (Quantity) – Number of items, or number of hours billed for services

  • Unit Price – Cost per item, or hourly rate for services

  • One-time (One-time charges) – One-time charges incurred during this invoice period (One-time = Qty x Unit Price)

    or

    Monthly (Monthly Recurring Charges) – Recurring charges incurred during this invoice period (Monthly = Qty x Unit Price)

  • Discounts – Any amounts that have been subtracted from the cost

  • Tax – The tax rate (%), followed by the total tax charged for the line item.

    Note: Taxes on Smart Hands Support Plans are collected in arrears in the U.S., and collected in advance in all other locations.

  • Total – Total cost for the line (Total = (Qty x Unit Price) - Discounts + Tax)

Sums of all line items are shown at the bottom.

Important: Any planned changes to billing (including pricing increases and ramps) are included on the final page of the PDF.

ECP detailed billing invoice - sample (Microsoft Excel file)

If you have Billing permissions, you can use ECP's global search tool to find your organization’s billing records:

  1. Click the global search magnifying glass from any screen:

  2. From the drop-down list, select Billing.

  3. Type a search term, such as an account number, invoice number, or IBX code:

    The search drop-down shows a list of matches. You can select a specific match, or you can select the Search for... item at the bottom of the list to see all matches.

    Tip: You can search by any one of the following Billing attributes: Account Name, Account Number, Billing Contact (first name or last name), Parent Account Number, Transaction ID, Transaction Type, IBX code, or Status. For many of these, you can use a partial word match; for example, to find all invoices for accounts 123456 and 123478, enter 1234 as the search term.

  4. If you clicked Search for... to view all matches, you can use the filter options at the top to narrow the results. You can filter the results by type, IBX, status, account, and date:

You can use our Billing API to load your invoice details directly into your Accounts Payable system. The API makes it easy to view and organize your data.

To learn about the API, refer to the Equinix Developer Platform:

To get started with the API:

Note:
  • To access the Billing API, you also need access to the Equinix Customer Portal (ECP).
  • Ensure you have Billing and Payments permission for required billing accounts. (Refer to Billing Permissions)

  1. Log in to Developer Platform using your existing ECP user credentials. If you do not have ECP user credentials, ask your ECP master administrator for access to the portal.

  2. Generate a Consumer key and Consumer secret. See ECP APIs | Getting Started.

  3. Follow the steps for:

    1. the API Authorization flow procedure

      and

    2. the API Request flow procedure

    For details, see ECP APIs | Overview.

For questions about our Billing API, email Equinix API Support.

For billing help, contact our Billing team.

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Pop Quiz

Invoice data is available in which formats?

Correct! In ECP, you can download invoices in PDF format or Excel spreadsheet format. You can also set up the Billing API to import the raw data directly into your accounting system.

Sorry, this is not correct. Try a different answer.