Prior to using MontyCloud credit assignment feature, as MSPs carefully consider several key aspects to ensure accurate and transparent billing.

  • Review which credits to retain (such as SPP discounts) and which to pass through to customers (like Well Architected credits), as Monty Cloud enables selective assignment. 

  • Ensure credits are only assigned after AWS closes the month to avoid discrepancies, since custom line items are created with static amounts. 

  • Verify that all relevant credits are accurately reflected and assigned in the system to maintain correct invoicing and reporting. 

  • Understanding the impact of credit assignment on customer invoices and internal margin reports is essential for transparent billing.