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 two ways in which you can handle license based billing with Spinpanel's Autotask connector. You can choose between both methods on a per service basis. These methods are:
- Handle pricing in Autotask
- Handle pricing in Spinpanel
Note! Nothing will be synced to the contract in Autotask unless a value is set for either the 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 the Autotask connector to only synchronize the quantity on a subscription to a contract in Autotask. For this, you need to map the subscription to an existing service on the mapped contract in Autotask. You may need to create the service on the contract in Autotask first if it is not already available.
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 from the drop-down.
Click the service you want to map to open the configuration page. 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 synchronization needs to run to map the service and synchronize the actual quantity to the contract. With every subsequent run of the Autotask connector synchronization, 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 handled entirely in 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. To set this up, 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 configuration page.
Leave the Autotask custom service name field blank and then use the Communicate to Autotask drop-down to select either Unit price or Mark-up rate. If you choose Unit price, then the value that is set in the Unit-price field 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 the Unit cost field 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.
The first time Autotask connector synchronization runs, after setting up a service this way, the service will be added to the mapped Autotask contract and the price of the service will be set. On every subsequent run of the Autotask connector synchronization 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 the overridden quantity field if you want to invoice the subscription based on a fixed value rather than the actual quantity.
If you are syncing Azure Usage from Spinpanel to Autotask use the following guide: Setup Azure usage based billing