Service Bundle Best Practices with Kaseya BMS

Maximizing Profit Margins and Service Delivery through Effective Billing Practices for MSPs.

To manage billing effectively, it’s important to:

  • Set up recurring agreements
  • Break down services for better financial tracking

Regular audits and checking for compliance help reduce risks and boost success.

Kaseya BMS Service Bundles Guide

  1. Breakout Component Services in Kaseya BMS
  2. Edit Company Settings
  3. Configure Contracts

Breakout Component Services in Kaseya BMS

Services added to a Service Bundle or Comprehensive Package are called component services or add-on services. These are usually part of the Cost of Goods Sold (COGS).

To get a clearer picture of your finances and spot gaps in your tech stack, it’s a good idea to separate managed services from COGS.

Follow these steps:

  • Create a consolidated invoice template in Kaseya BMS
  • Get a better view of your profit and revenue margins
  • Send invoices that are clear and easy for your clients to understand

Edit Company Settings

  1. Navigate to Admin > My Company > Company Settings > Invoice

  2. Disable Bill Zero Value Items

Disable_Bill_Zero_Values_Screen


Configure Contracts

  1. Navigate to Finance > Contracts > Edit or Create New Contract

  2. Itemize Services and Zero the Unit Price for Cost of Goods Sold items

  3. Generate Invoice

Listing_For_Unit_Price_and_Total_Price_Must_Be-Zero'ed

Example_Invoice

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