Automating billing for devices

The prices for billing by the device or contact are set up on the Products list. These billing products describe per contact or per device services you will perform, and establish the fixed monthly fee you will charge. For a description of the differences between standard products and billing products, refer to Standard products and billing products.

Optionally, you can set up volume pricing or tiered pricing for the billing products. Refer to Setting up volume-based and tiered pricing.

You can manually assign a billing product to each device. Refer to Mapping organization contacts or devices to a billing product.

To automate this process, you can create associations, essentially single-purpose workflow rules that fire when a device is added to your Autotask instance (but not when it is edited). If the conditions of the association are a match, the billing product is automatically assigned to the device.

To ensure that all devices are associated with a billing product, you can use the device types and set up billing products for all of them. If you need your pricing to be more granular, you can associate a billing product based on the device product.

Refer to Automated billing product associations.

To set up this type of billing for a customer, create a fixed price contract without any milestones. This contract type prevents directly billing for labor associated with the contract. Refer to Creating a contract.

To simplify contract setup, you could create a master contract under your local organization The database record of your own organization in Autotask. It has the organization ID "0", and is used as the sender address on quotes, invoices, etc. Previous versions of the help referred to this database record as: 0 Account, Zero Company, Your Own Company. that will be copied to all customers as needed, once the billing rules have been set up in the next step.

Billing rules are associated with one billing product each, and through the contract with a customer. They close the loop that automates your billing process.

• They define the pricing detail for the billing product (billing options, price & cost, prorating)
• On the selected day, they count the customer's devices that are associated with the billing product and generate the charges

If you are creating a master contract that will be copied, you should add billing rules for every billing product you have set up. In the copied contract, the billing rules will initially be inactive. You can activate all to automate billing for all possible types of devices that might be detected, modify the rules as necessary, or selectively delete them.

Refer to Creating and managing billing rules.