An overview of prerequisites for utilizing our reconciliation tools
The Gradient Billing Module helps match vendor usage with your recurring services in your PSA, making billing reconciliation easy.
It works with many service types, including:
- Subscriptions
- Seats, users, and agents
- Endpoints and mailboxes
- Licenses and service bundles
- Service packages and COGS (cost of goods sold)
- Other managed service offerings
This ensures your billing stays accurate and up to date!
Minimum Requirements
- Manage Recurring Services and Contracts within Your PSA
- Associate Recurring Services with Contracts
- Total Cost and Price Calculations
- Bill in Advance (Recommended)
Manage Recurring Services and Contracts within Your PSA
To use the Reconcile™ Billing Module effectively, make sure all recurring services and contracts are managed in your PSA. This is key for accurate billing and tracking usage.
You can invoice through your PSA or any third-party app—either works!Associate Recurring Services with Contracts
For Reconcile™ to generate service cards and synchronize data, a service must be linked to at least one contract within the PSA. This association guarantees accurate counts for "in-use" services and usage.
Note: This is designed to prevent unnecessary data transfer and API limitations. If you come across instances where services may seem to be missing, consider verifying which contract they are attached to within the PSA.
Active Agreements and Services
Both recurring services and contracts must be Active in your PSA/Vendor for synchronization. Inactive contracts and services will not be synced, ensuring that only relevant and currently active data is taken into account.
Note: The Reconcile™ billing module displays recurring services within the current billing cycle. Services within the current cycle will be shown, regardless of their billing cycles (such as monthly, quarterly, semi-annually, and annually), ensuring real-time visibility into both usage and billing patterns.
Advanced Billing and Other Billing Methodologies
Our platform is designed for MSPs who use advanced billing, but it works just as well with any billing method, including:
- Billing in arrears
- Mid-month billing
- Billing one month in advance
- Any other approach you prefer
No matter how you bill, our system can adapt to your needs. By default, any usage approvals you make during the current billing cycle will start on the first day of the next month.
To ensure precision, we recommend conducting your reconciliation towards the end of the month, and issuing invoices on the first day of the following month. This practice guarantees the accuracy of data on your invoices.