Monthly billing report - per user | Voters

Monthly billing report - per user

launched

Froilan

Need monthly usage (number of users) report per customer emailed to billing contact. Every month I have to login to portal to verify number of users per customer before billing the customer.

A billing integration to Autotask or any PSA would be nice.

January 10, 2021

Michael Killingbeck

marked this post as

launched

PSA integrations were launched in October 2024. The Subscription Management screen also allows you to allocate license usage to be sent to your PSA for billing for each org.

Todd Smith

Ideally there would be a global report or overview dashboard that listed the orgs, # of Users, # of Roaming Clients, # of Sites with the option to export to CSV. This would make billing reconciliation, and deployment tracking much easier, especially when we have hundreds of clients.

Nick Saunders

Merged in a post:

As an MSP organization I want monthly license usage.

Richard van Zundert

I want to extract a report every month for billing purpuses. This report should contain at least the company name, a company ID (like we have in our CRM) and the total numer of usage per month (both clients and AP).

differentiated per customer and sendable per email.

May 14, 2024

Jonathan Bullock

Believe this is already a feature in the integrations section. Under each account and site in the deployments section there is a field for external ID.

Kurtis Florance

+1 for Autotask. Even better would be to be able to pay for licenses through Pax8 and have automatic sync of licenses to Autotask for automated billing

Martin

+1 Autotask

Kylie

+ 1 for Connectwise

Stevez Gomes

+1 for Autotask

Bill Crahen

Hello, please add this feature. Having better details on the invoice would be ideal. Thanks.

Scott Thomson

We are just being switched out of the legacy 'usage based' billing model to the user-based and have the same need. I'd also like to have the ability to export to csv/xls so we can build our own user-org-count import method for Autotask if a direct integration isn't on the radar.

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