Setting up Billing

To set up billing, perform the following steps.

In the Portal, at the Autotask Integration page, click the Billing tab.
The Billing page is displayed.
Click the Set Up Billing button.
The Autotask Billing page is displayed.
Click Add Service .
The plan fields are displayed.
Select the Plan drop-down arrow to display your plan options.
For each plan you would like to map to a set of services, choose the appropriate services from the drop-down menus in each row. (See About Creating Services in Autotask.)
These are populated with your available Autotask services. The services you choose are automatically added to the ECHOplatform Backup contract you created for each account if they do not already exist.
At the Contract Name section, type the same name that you created contracts for each of your accounts in Autotask. (See Task 3. Preparing Accounts.)
Requirement : The name of the contract created for each account in Autotask must match this name exactly.
The name field is activated and the edit icons are displayed.
Click the delete icon
to erase the current name.
The name is erased.
Type the new name, and then click the confirm icon
.
Note : To cancel the name change and restore the current name, click the escape icon
.
Select a Usage Value radio button.
The following table provides descriptions of the Usage Value options.
At the Rounding section, select one of the following round usage values radio buttons:
- Round to Nearest Whole Number
- Round Usage Up
- Round Usage Down
  Note : Autotask only accepts whole numbers
Click the Save button.
Your new billing plan is displayed.