This article contains an example of how Reconcile™ billing module works to reconcile Service Bundles.
Service Bundling
- Service Bundles
- Reconciliation of Service Bundles
- Find your source of Truth
- Enhance Billing Reconciliation with Liongard
- What PSA's currently support Service Bundles in Reconcile™ Billing Module?
Service Bundles
Service bundles combine several services from your product catalogue into a bundle that service providers sell at a single, collective price. With service bundles, customers have the ability to select a range of services – such as bundling "Backups", "Disaster Recovery" and "Cloud Storage" into one collective package.
Note For revenue tracking purposes per service, PSAs do not allow service bundles to be split into their component services and are a single billing item. You may want to itemize component services for increased revenue tracking and visibility.
Reconciliation of Service Bundles
Reconcile™ billing module identifies each contract line item as a service. Meaning that resource adjustments can be made similarly.
Service bundles are just a combination of several services into a bundle that service providers sell at a single, collective price. Just because a PSA does not support service bundles natively in-app does not mean that a service provider can't build service bundles. Service bundles would simply be a single contract line item (service) on a contract.
Find your source of truth
A service provider can resell a service bundle based on the number of active users, charging per user, per month. To track active users, the provider can use Microsoft CSP or another third-party app to check Microsoft 365 accounts. This helps spot any inactive users who haven’t signed in for 30 days. After confirming the user count, the provider can adjust the resource numbers for that service bundle in their PSA.
To reconcile a service bundle in Reconcile™, you can:
- Use the service card directly, or
- Import a CSV file into Reconcile™.
This process helps you:
- Track revenue and profit
- Adjust resources easily
- Reconcile service cards quickly, saving both time and money
Best of all, it only takes three simple steps to update a service bundle in Reconcile™!
Enhance billing reconciliation with Liongard
To further streamline billing reconciliation and find your source of truth, give the Liongard integration a try! You can create custom metrics and map them to multiple services or service bundles. Hit the fuchsia button below to learn more!
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What PSA currently supports Service Bundles in Reconcile™ billing module?
The PSA's that feature service bundles natively in-app and is supported by Reconcile™ billing module are Datto Autotask PSA, ConnectWise Manage, Kaseya BMS, Pulseway PSA, and HaloPSA.
Note Just because a PSA does not support service bundles natively in-app does not mean that a service provider can't build service bundles. Service bundles would simply be a single contract line item (service) on a contract.
After all, service bundles are just a combination of several services into a bundle that service providers sell at a single, collective price.