This guide gives you a summary of billing integrations that are available with PSA.
Bill by Device
Billing by device (also known as billing by asset) allows you to charge your customers based on the number of assets being managed in your system. Costs will be prorated based on the asset count. MSP's with VSA RMM integration can use this feature to get a count of their agents, assets without agent synced from VSA. MSP's without the RMM integration can get a count of the assets created and saved on the Hardware assets page. For more information, see Bill by Device and video guide BMS Power User Series: Billing by Device.
Bill by User
The Bill By User feature enables billing managers to bill accounts for recurring services by the number of supported users. Managers can choose exactly which contacts are billable. The contacts billed are detailed in Billing Review and can appear on the invoice.
Proration is automatically applied for recurring services, whether you bill at the beginning or the end of the billing period. For more information, see Bill By User.
Bill by RMM Agent
Billing by RMM agent allows you to charge your customers based on the number of assets being managed in your RMM. Costs will be prorated based on the asset count. For more information, see Bill by RMM Agent.
Billing IT Glue Flexible Assets
Leverage your existing IT Glue Flexible Assets documentation to automate your billing process. Whether you want to include a service or application such as Microsoft 365, you can now automatically add items based on a license count. This integration will help you automate the process of updating these asset types and their values inside BMS.
Flexible assets created in IT Glue can be now billed within BMS. This integration will help you automate the process of updating these asset types and their values inside BMS.
Track your flexible asset values in a recurring service contract and bill it by associating it with a service in BMS. For more information, see Billing IT Glue Flexible Assets in BMS.
You can set up billing automation to automatically approve and bill things like recurring services from contracts or labor hours from tickets. For more information, see Billing Automation - Setting Up Billable Items Date Range and Job Schedule.
- Billing Automation: The Process
- Billing Automation: "How to" Best Practices
- Automated billing : Prorated transactions
- Billing Review
- Billing for Closed Tickets
- Retroactive Prorated Billing