In this article
Unique behavior specific to Pulseway functionality.
Overview
This guide will outline the unique behavior that Pulseway will experience when using the Billing tool.
Effective Date
When Approving quantity increases/decreases, these changes will apply the first of the following month. As a result, it is recommended that you perform your billing reconciliation on the last few days of the month and send your invoices out on the first.
When Adjusting quantity changes, you can select the date the quantity change applies as long as the Contract is configured to allow prorated transactions.
After a service card within the billing tool has been actioned, you can see these changes within the Pulseway Contract by viewing the Prorated Transactions section.
Contract Cancelation
If you cancel a contract in Pulseway that has already synced into the billing tool, this will cause the service cards that had previously synced will become stale. It is recommended to push a full PSA sync then to ensure current data is displayed.
Comments
0 comments
Please sign in to leave a comment.