This article contains an example of how Synthesize billing module works to reconcile Service Bundles.
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
Synthesize billing module identifies each contract line item as a service. Meaning that resource adjustments can be made similarly. It all depends on the sales basis of the Service Bundle and how you intend to validate counts.
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 may resell a service bundle on a per-user, per-month basis for the number of active users that are using those services within that service bundle. The service provider may rely on Microsoft CSP, or an alternative third-party application, to report on Microsoft 365 users, accounting for any stale users that have not signed in the last 30-days. Once counts have been confirmed, the service provider would downgrade the resource counts of that service bundle in their PSA.
When it comes to reconciling the service bundle in Synthesize billing module, you could either do that via service card or import a CSV straight into Synthesize billing module. The benefit of doing so is to track revenue and profit, track resource adjustments, and reconcile those service cards within a matter of minutes. Saving you valuable time and money!
It only takes as little as three steps when updating a service bundle in Synthesize billing module.
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 Synthesize billing module?
The only PSA that features service bundles natively in-app and is supported by Synthesize billing module is Datto Autotask PSA.
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.