Task 1. Setting up Content Shield and Essentials Services Billing in ECHOplatform

To set up Content Shield and Essentials Services billing, perform the following steps.

1. In the Portal, at the ConnectWise Integration page, click the Billing tab.
   
   
   The Billing page is displayed.
   
   
2. Click the Set Up Billing button.
   The ConnectWise Billing page is displayed.
   
   
   
   
3. Click Add Billing Mapping.
   The available services are displayed.
   
   
4. Select Essentials Service or Content Shield Plus Services.
   The billing fields are displayed.
   
   
5. Select the Services drop-down arrow and then select the option you want to map.
6. At the Level field, enter a Level for each service being mapped.
   Requirement: The level name must match a level set up in your Managed Devices Integration setup table Cross-References and is case sensitive. See Creating Cross-references in ConnectWise.
7. Click the Save button.
   Your new billing plan is displayed under the Billing tab.