Setting Up Billing

To set up billing, perform the following steps. To access the ribbon below, see Accessing Legacy ConnectWise Manage Integrations.

At the ConnectWise Manage Integrations ribbon, select Billing.
The Billing page is displayed.

Note: If you have set up billing for Intronis Backup in ECHOplatform the data is displayed as read-only.
Select the service for which you want to set up billing, and then click the Billing Setup button.
The Billing Setup page is displayed.
Click the Add Billing Mapping button.
The Select Type field is displayed.
Select the Select down arrow to display and select the service type you want to set up for billing, as shown below.
The Select Product/Services field is displayed.
Select the Product/Services field down arrow.
The product/service types are displayed.
Select the product/service type from the list.
The Unique ID/Plan field and the Level field (on the right) are displayed.
Select the Unique ID/Plan field down arrow.
The Unique ID/Plan types are displayed.
Select the Unique ID/Plan from the list.
At the Level field, type the level number, as shown below.

Note: The Level number allows you to set different billing rates to each unique ID assigned.
When satisfied with your selections, click Confirm, as shown below.

To void your selections, select Cancel.
To delete selections, select the trashcan icon, as shown below.
After clicking Confirm, the new billing account is displayed under the Billing tab.