Ready to Contract (AutoTask)Ready to Contract is the screen where you import charges from your cloud distributors (Pax8, Twilio, Ingram CloudBlue, ITCloud, or a CSV) and send them as Contract lines in AutoTask. It is the exact equivalent of "Ready to Invoice" but f...
Send Charges to AutoTaskThis screen is the final step of the contracts flow: here you review the charges that are already ready (grouped by package) and send them to AutoTask as Contract Charges. It is the AutoTask equivalent of the "Send Charges to HaloPSA" sc...
Contract History sent to AutoTaskThis screen shows you all contract charges that have already been processed and sent to AutoTask. It's the equivalent of "Invoice History" but for tenants that bill through AutoTask instead of Halo: here you can review what was charged,...