Before you can set up billing for a license based service, billing must be enabled for that service and the service needs to be mapped to an Autotask contract.
There are basically two ways in which you can handle license based billing with SpinPanel's Autotask connector. You can differentiate between both methods per service. These methods are:
Note! Nothing will be synced to the contract in Autotask before a value is set for either Autotask custom service name or Communicate to Autotask.
You need to repeat this for every new service that becomes available for a customer.
Handle pricing in Autotask
You can set up Autotask connector to only synchronise the quantity on a subscription to a contract in Autotask. For this, you need to map the subscription to an existing service on the relevant contract in Autotask. You may need to create the service on the contract in Autotask first.
To map to the service from SpinPanel, select Solutions > Autotask > Services from the menu. On the Service mark-up rate page select the concerning customer.
Click the service you want to map, to open the side pane for that subscription. Enter the exact name of the service on the contract in Autotask for Autotask custom service name and click the save button. The Autotask connector synchronisation needs to run to map the service and synchronise the actual quantity to the contract. With every subsequent run of the Autotask connector synchronisation, the actual quantity on the subscription in SpinPanel will be compared to the quantity on the Autotask contract and adjusted on the contract when needed. The price at which the quantity is charged, is left entirely to Autotask
Handle pricing in SpinPanel
If you want to handle pricing for a subscription in SpinPanel, you cannot map the subscription to an existing service on the relevant contract. To set up price handling in this way, select Solutions > Autotask > Services from the menu, select the concerning customer on the Service mark-up rate page and click the subscription you want to set up to open the side pane for that subscription.
Leave Autotask custom service name blank and from the Communicate to Autotask drop-down select either Unit price or Mark-up rate. If you choose Unit price then the value that is set for Unit-price will be communicated to Autotask. The initial value for Unit price is based on Unit cost and Global mark-up rate. If you choose Mark-up rate the price that is communicated to Autotask will be based on Unit cost and the value you set for Mark-up rate. The initial value for Mark-up rate is based on the value for Global mark-up rate.
For more information on setting your Global mark-up rate, read this article.
The first time Autotask connector synchronisation runs after setting up a service in this way, the service will be added to the concerning Autotask contract and the price of the service will be set. On every subsequent run of the Autotask connector synchronisation the quantity on the subscription in SpinPanel will be compared to the quantity on the service in Autotask and adjusted on the contract if needed.
You can set a value for overridden quantity if you want to invoice the subscription based on a fixed value rather than the actual quantity.