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This guide is for company users and MSP staff. It shows how to find an agreement and read what the PSA reports for it.

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Before you start

  • You need the read agreements permission. Your MSP controls it.
  • The page is called Agreements or Contracts depending on your MSP’s PSA.
  • The details are copied from the PSA. You cannot edit them here.

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Find an agreement

1

Open Agreements or Contracts

Click it in the sidebar. If you have a company selector, choose the company first.
2

Filter the list

Use the Name, Type, and Status filters. MSP staff also see a Company column with its own filter.
3

Read the row

Check Name (the contract number sits under it when there is one), Type, Status, Start Date, End Date, and Billing. Hours Remaining and Documents show only when your agreements have that data. Use the column toggle and the page controls. Page sizes are 25, 50, and 100.
4

Click the row

A panel opens on Summary. It shows Status, Number, Start Date, End Date, and Billing.
5

Open the other tabs

Click Balances for hours, incidents, or money. Click Documents for uploaded PDFs. The numbers in the tab names are the counts. Close the panel to go back to the list. Changing the company selector also closes it.

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Read the Billing details

For Halo, the Summary also shows a Recurring billing section. It lists the recurring charge amounts and how often they bill, the Next invoice date, and the Billing items with quantity, unit price, discount, and amount before tax. The amounts are before tax and may differ from the final invoice, because usage, one-time charges, and adjustments can change it. Halo billing can instead show a message such as Billing details unavailable, No recurring charge linked, or Recurring billing inactive. A message like that does not mean the agreement is free. Check with your MSP. For other PSAs, Billing shows the amount and cycle the PSA supplied.

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When details are incomplete

If Some details could not be loaded appears, the panel shows the summary from the list only. The balance history and document list may be incomplete. Close and reopen the panel later, or ask your MSP. A dash means the value is not available. It does not mean zero. Check the source agreement with your MSP before you rely on a billing figure.

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Troubleshooting

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Frequently asked questions

Halo and Autotask use Contracts. ConnectWise uses Agreements.
No. Ask your MSP to change it in the PSA.
No. It is the status the PSA reports. Read the agreement or ask your MSP which services it covers.
Click the row, then the Balances or Documents tab.