When selecting a Microsoft commercial marketplace listing on your private offer form, you see a list of plans associated with the listing. After you select a plan, you’re prompted to set your custom pricing. Pricing for Microsoft private offers is composed of two pricing models, four billing terms, and four payment models.
Pricing models include flat rate (and sometimes flat rate with usage) and per user pricing. Note that a listing can only have one pricing model in all of the associated plans.
About pricing offers and public plans
The only pricing options that can be selected in a private offer are based on the available billing terms and payment models on the chosen public plan to be used as a template to customize.
A public plan consists of up to six billing terms –– 1 month, 1 year, 2 years, 3 years, 4 years, and 5 years, and for each billing term a plan can have one associated payment model that includes monthly, annually, or one-time upfront. If the billing term is greater than 1 month, a payment schedule will also be available as a payment model in a private offer regardless of the publicly available payment model.
Pricing models
Flat rate pricing
This model lets buyers pay a flat rate based on the payment model and billing term selected upon accepting the offer.
Through flat rate pricing, you can:
Set a recurring payment amount that your buyer pays based on the payment model available for the selected billing term
Set a price that your buyer pays through custom payment schedule installments
Per user pricing
This model lets buyers pay based on the number of users, billing term, and payment option selected when creating the offer.
Through per user pricing, you can:
Set a price for each user the buyer will purchase based on the payment model associated with the billing term the buyer selects at the time of offer acceptance
Billing terms
When configuring your listing, you select a billing term to complete pricing configuration for each plan on a listing. A billing term on a plan determines the length that the pricing can be offered for a private offer that uses that plan. For Microsoft commercial marketplace, billing term options include:
1 month
1 year
2 years
3 years
4 years
5 years
Payment models
When configuring your listing, you select a payment model for each billing term to complete pricing configuration for the listing. A payment model determines how the buyer is billed during the contract period. For Microsoft commercial marketplace, payment model options include:
Per-Month
Per-Year
One-time upfront
Currency
By default, all private offers are created in USD. If your buyer is in a foreign market, Microsoft will convert your USD ($) pricing to the local market currency.
To transact in a non-USD currency, select a different currency from the Currency dropdown when creating a private offer. The dropdown presents all currency options that are available based on the markets configured on the public plan for your listing.
Before you use foreign currencies for Microsoft private offers
The public plan on your Microsoft listing must have the target market enabled. Only markets configured on the public plan will have their associated currencies available for selection on the private offer form.
View markets
When you select a non-USD currency, you can view the markets that accept the selected currency and that are included in your public plan. Select View markets to see the full list. Pricing will be published to all of these markets for the selected currency.
All market pricing
When you select a non-USD currency, Microsoft requires pricing in the local currency for each market configured on your public plan. Your pricing is automatically converted to other currencies to meet Microsoft's requirements.
Note
Currency conversion rates are provided by independent third-party providers and may not match Microsoft's exchange rate. Tackle does not originate, control, or independently verify this information. Review and adjust prices as needed.
Select Review pricing to review and adjust the converted pricing for any available market.
Review pricing for all markets
The Review pricing sidebar lets you review the automatically converted pricing for each market currency. Each payment on the private offer appears in the sidebar with the converted price for the selected currency.
Select a currency from the Currency dropdown to view pricing for that market.
Pricing is converted based on Tackle's daily foreign exchange rate provided by independent third-party providers. Rates are fixed at the time of offer creation or last update and are not refreshed automatically.
To override a converted price, enter your preferred amount in the payment field. Your entered price replaces the auto-converted amount for that payment.
If you change the currency or regenerate your payment schedule on the offer form, any values you've entered in the Review pricing sidebar will be overwritten and can't be recovered.
Estimated USD on offer submission
When you submit a non-USD offer to the cloud, Tackle displays an estimated USD amount for the gross and net values. This estimate is based on Tackle's daily foreign exchange rate provided by independent third-party providers.
If you overrode any USD pricing in the Review pricing sidebar, the price you entered is used as the estimate for those payments instead of a conversion. The estimated USD gross and net amounts are calculated as the sum of all USD pricing shown in the Review pricing sidebar. The net amount factors in the marketplace fee deducted by Microsoft.
If you imported the offer from Microsoft Partner Center, the estimated USD shown is the USD pricing configured in Partner Center.
Payment Schedules
This specific model is available for flat-rate pricing models with any billing term greater than one (1) month and is useful for buyers who want to use a flexible billing payment schedule to pay over the course of their contract. Selecting a payment schedule includes setting a schedule of installments.
Note
Payment schedules are not supported for per-user pricing models.
Through a payment schedule, you can:
Create from 1 to 70 payments of any value over the course of the billing term selected.
An initial charge must be included that is sent when your buyer subscribes to the private offer. The initial charge can be $0.
Set a payment schedule for a Microsoft private offer
Set a payment schedule for a Microsoft private offer:
Complete the sections in the form, including these specific fields to set up your schedule:
In Product and pricing, select the Microsoft listing and public plan you want to use.
Customize the plan name and plan description for your offer.
For Billing term, select the term you want to offer.
Payment schedules are only supported for terms greater than 1 month.
For Payment model, select Payment schedule.
For Payment schedule, select Add payments or Create payment schedule. If you're selecting to create a payment schedule, you can break down a total contract value (TCV) into many equal parts.
When you're done setting up your schedule and completing the offer form, submit your offer for review.
Create a payment schedule for a Microsoft offer
Select Create payment schedule.
Enter the total contract value of this offer. The duration appears based on your Billing term selection.
Set a payment frequency for your buyer:
Monthly - Recurring payments every month
Quarterly - Recurring payments every three months
Semi-annual - Recurring payments every six months
Annual - Recurring payments every 12 months
Choose whether you want to include the initial charge as part of your payment schedule or if you want your payment schedule to be generated after the initial charge. You can also add a note to the customer.
Tip: If you opt to include the initial charge, enter the initial charge amount.
Enter the date of the first payment following the initial charge. This determines the date for every subsequent payment. For example, if your first payment is on the 15th, every recurring payment will be on the 15th.
Note: If you select the 31st of a month, recurring payments will fall on the 30th when a month does not have a 31st. For recurring payments in the month of February, Tackle will make the payment on the 28th, unless it’s a leap year in which case Tackle will select the 29th. Here’s an example where the first payment is set on October 31st and goes through a month with only 30 days and February when it’s a leap year.
When you’re done, click Save.
Tip: To ensure your payment schedule is correct, you can preview the full schedule before saving it. Click Preview to view the schedule.