PSA Agreement Billing Integration
in progress
Dave Sibiski
Integration so that automatic billing can occur on PSA agreements for agents — your AutoElevate agent counts flow into your PSA's agreements automatically, so billing reconciliation stops being a manual chore. Originally scoped to ConnectWise Agreement Billing; now covering PSA agreement billing more broadly.
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Daniel Rivera
Scope update: what started as a ConnectWise Agreement Billing integration has grown into PSA agreement billing more broadly. The goal is the same — your AutoElevate agent counts flow automatically into your PSA's agreements so billing reconciliation stops being a manual chore — but it's no longer limited to ConnectWise. Work is well underway. We'll share which PSAs are supported in the first release as we get closer to launch.
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Daniel Rivera
updated the status to
in progress
This is now in active development! Work is underway on connecting AutoElevate to ConnectWise Agreement Billing, so agent counts can flow into your agreements and billing reconciliation stops being a manual chore. We'll share more here as the work progresses. Thanks for all the votes and detail on your billing workflows; it directly shaped how we're building this.
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WolfpackGaming_
Should look into Halo PSA also
James
Yes please!
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Justin Bouldin
This is definitely needed and would love to see it sooner than later to help enhance our agreement management.
Lowell Picklyk
Yes! This would have also been on the previous feature request system. I am having trouble finding a place to even get a report of all active/billed systems.
Dave Sibiski
updated the status to
planned