To set up billing for Intronis Backup, perform the following steps.
- In the Portal, at the ConnectWise Integration page, click the Billing tab.
The Billing page is displayed.
- Click the Set Up Billing button.
The ConnectWise Billing page is displayed.
- Click Add Billing Mapping.
The available services are displayed.
- Select Intronis Backup Plan.
The Intronis Backup field is displayed.
- Select the Intronis Backup Plan drop-down arrow to display your plan options.
Note: Selecting (All plans) means that every account is billed the same rate. Every account is updated with the same set of products on ConnectWise agreements.
- At the Level field, enter a Level for each plan 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.
- Select a Usage Value radio button.
Note: The following table provides descriptions of the Usage Value options.
Update total usage
This option sends the total amount of data (in GB) that each account is using to ConnectWise.
This option is best used when billing a flat rate per GB. See Universal Price-per-GB or Price - per-GB by Plan billing strategies for an example of how this option is used.
Update additional usage
This option sends only the usage over the base plan size for each account. For example, if an account has a 20 GB plan and uses 25 GB, only the 5 GB value is sent to ConnectWise.
This option is best used when billing a base rate for a certain block of storage, and then billing overage using a per-GB rate See Block Storage Billing for an example of how this option is used.
8. Click the Save button.
Your new billing plan is displayed.