Billing Motions

Introduction

Most PSAs have different contract/agreement types for recurring services and once-off payments. Billing Sync will have to accommodate these different contract/agreement types for the automation to work. As a solution, Billing Motions is created.

It is generally just a way to categorize the charges from the Cloud-IQ/Prism invoice.

There are 3 Billing Motions:-

• Seat Based Monthly
  • generally for all subscriptions with monthly billing payments to be assigned to monthly contracts/agreements
• Azure Plan
  • for Microsoft Azure Plan, also assigned to monthly contracts/agreements in the PSAs
• Seat Based Annual 
  • for annual subscriptions to be mapped to fixed price contracts or one-time billing agreements

Managing Billing Motions

In general, Billing Motions are the essence of the sync. To enable the sync is to have at least 1 Billing Motion enabled.

You can have any single Billing Motion, a combination of 2 of the 3, or all 3 enabled.

Seat Based Annual

Annual/annual subscriptions work differently, as they do not require recurring billing. As a result, in the PSAs they need a different agreement/contract setup.

Create a new contract for customer you want to sync using the following details (other details are the same):-

1. For Connectwise Manage ensure the billing cycle in the agreement is set to One-Time under Recurring Invoice Parameters

2. For Kaseya AutoTask, use the Fixed Price contract type when creating the new contract