Skip to main contentBillingBotClient Management
- Client Management (Companies)This screen is the central point where BillingBot connects your clients from HaloPSA (or AutoTask) with the clients that exist in your distributor (Pax8, Ingram, ITCloud, etc.). Here you decide which PSA client corresponds to each distri...
- Edit a customer's billing propertiesThe Edit Company window lets you adjust how BillingBot invoices a specific customer: which Azure lines to include or remove, whether to exclude the customer from billing entirely, and which HaloPSA invoice their charges should go to. It...
- Link a Company with HaloPSAThis screen lets you tell BillingBot which company in your HaloPSA corresponds to a company that arrived from your distributor (Pax8, Ingram, ITCloud, etc.) but does not yet have an assigned company. This is the step that "connects" both...
- Link a customer with its company in the source integrationThis window lets you tell BillingBot which company in your source integration (for example Pax8, Ingram, ITCloud, or another billing source) corresponds to a customer you already have registered in your PSA (HaloPSA or AutoTask). Without...
- Assign Halo Recurring InvoiceThis window lets you tell BillingBot which Halo recurring invoice a customer's monthly billing should be sent to. It is the step that connects a BillingBot customer with the corresponding recurring invoice document within Halo, so that a...
- Assign a Company to AutoTaskThis window lets you link a company from your customer list with the corresponding company inside AutoTask. This step is essential so that BillingBot knows which AutoTask customer should receive the billing generated from your cloud dist...
- Assign an AutoTask contract to a clientThis window lets you link a BillingBot client with a specific contract within AutoTask. That contract is the one used as the reference when the system processes billing for that client to AutoTask.