In this article
An overview of PSA standards for utilizing the our reconciliation tools
Manage recurring Contracts within your PSA
Effective billing reconciliation requires all recurring services and contracts are managed within your PSA. This step forms the foundation for accurate billing and usage tracking.
Invoicing can be through your PSA or a third-party application.
Associate Recurring Services with Contracts
To generate and synchronize usage data, a service must be linked to at least one contract within the PSA. This association guarantees accurate representation of "in-use" services and usage.
Note This is by design to prevent unnecessary data transfer and API limitations. If you come across instances where services may seem to be missing, consider verifying their contract association within the PSA.
Active Agreements and Services
Both recurring services and contracts must be in an active status for synchronization. Inactive contracts and services will not be synced, ensuring that only relevant and currently active data is taken into account.
Advanced Billing and Other Billing Methodologies
We are optimized to cater to MSPs who prefer advanced billing. However, we are equally equipped to support MSPs employing various billing methodologies, such as billing in arrears, mid-month billing, billing one month in advance, or any other billing approach you may utilize. Regardless of your preferred method, our platform is adaptable to support your needs.
By default, any usage approvals made in the current billing cycle will still take effect on the first day of the subsequent month. For instance, if today's date is January 1st and you authorize a change, it will become effective on February 1st.
Note that this example specifically relates to the default procedure of approving updates for Autotask PSA users. By default, we will adjust the existing contract line item to take effect on the first day of the subsequent month.
To ensure precision, we recommend conducting your billing reconciliation towards the end of the month and issuing your invoices on the first day of the following month. This practice guarantees the accuracy of data on your invoices across various billing methodologies.
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