Link billed services and agreement types to Standards, review the evidence, and preserve manual decisions.
Use this page to link what your PSA bills to your Standards, so a company that is billed for the right product shows the standard as Deployed without anyone updating it by hand. It is for MSP staff who manage Standards or financial-reporting settings. It works with synchronized ConnectWise, Autotask and Halo billing.Billing is evidence that a matching service or agreement type was billed. It does not confirm that software is installed on every device.
Sync your PSA billing. Matching uses the last three completed calendar months. Charges that exist only in the current month are not counted.
Check each standard’s applicability rules (device platform and company fields). Billing only answers a standard for companies it applies to. Inactive companies and companies excluded from Standards are skipped.
On the SKU Mapping tab, you need Financial Reporting settings Manage permission to change revenue categories or standard links. In a standard’s own editor, you need Standards settings Manage permission.
Re-check billing needs Standards settings Manage permission or Planner Write permission.
Go to Settings > MSP Tools > Financial Reporting and click the SKU Mapping tab. The grid lists the products, services and agreement types your PSA bills, one row each. It is shared by your whole MSP and does not follow the company selector.
The SKU Mapping grid. Default columns are Product / SKU, PSA, Revenue category and Standards proven.
2
Find the row
Type in the filter under Product / SKU to search. Click Columns to show Clients billed and Monthly revenue if they help you pick the right row.
3
Choose the standards it proves
In the Standards proven column, open the Add standards dropdown, tick the standards this product proves, and close the list. A Standards updated message confirms the save.
4
Set the revenue category if needed
Optionally pick Managed recurring, Other recurring, Non-recurring or Unmapped in the Revenue category column. The revenue category and the standard links are separate. Changing one does not change the other.
5
Re-check billing
Click Re-check billing and wait for the message, for example “2 standards answered from billing, 0 cleared”. This updates the automatic answers for every standard that has links, not only the row you just edited.
6
Review the result
Open MSP Tools > Standards and find a company that is billed for the product. A standard answered by billing shows the tooltip Answered from billing, followed by the product names.
Matching billing answers Managed Endpoint Protection for Big Design.
Tick the checkboxes beside the products you want to change.
2
Open bulk actions
Open the Actions menu above the grid. It shows the number of selected rows, for example Actions (3).
3
Choose an action
Pick a revenue category under Set revenue category, or pick Add standards… or Remove standards…, choose the standards, and apply. Adding leaves standards that are already linked as they are.
Use a standard’s own editor when billing must match more than one product, or when a product should select a deployment option.
1
Open the standard
Go to Settings > MSP Tools > Standards, open the category and click the standard’s row.
2
Link the first group
In the Answered by billing row, click Link a product. Under Billed for any of, pick the products. A company billed for any one of them satisfies the group (A or B).
3
Pick a deployment option
Optionally choose a deployment option in the dropdown beside the products. It reads Any deployment option until you choose one. When billing matches options on different tiers, the highest tier wins.
4
Add another required group
Click Add required group. The new group is labeled And also billed for any of. A company must match every group, so (A or B) and (C or D).
Alternatives within a group. Every required group must match.
5
Remove a group if needed
Click the trash icon (Remove group) at the end of the group’s row.
Each change saves right away and shows Billing links updated. A product that was linked but has not been billed recently is listed with (not billed recently) so you can still see and remove it.Adding a standard from the SKU Mapping grid puts it in the first group. If the standard already has groups or options, they are kept.
Billing answers only a cell that is Not Started, or a cell it answered itself earlier. It sets the status to Deployed and, if the group names an option, selects that option. If the billing evidence goes away, the cell goes back to Not Started.A decision that someone recorded, such as Declined, In Progress or Deployed, stays as it is on every later check. If you edit a cell that billing answered, the cell becomes a manual decision. A cell you leave at Not Started can be answered by billing, so Not Started is not an opt-out.
A manual Declined decision stays in place after billing is checked again.
A cell that a Client Onboarding task controls is left to that task. Open the task to change it.
Sync a ConnectWise, Autotask or Halo integration, then reload. The grid says “No billed products found” until billing exists.
Clients billed and Monthly revenue show 0
Those columns count the last three completed months only. Older billing still lists the row.
A company is not answered automatically
Check that the standard applies to the company, that the company was billed for every required group in the last three completed months, and that the cell is not already decided manually or by onboarding. Then click Re-check billing.
An automatic answer went back to Not Started
The matching billing is no longer in the window, or a link was removed. Check the billing and the links.
Re-check billing gives an error
You need Standards settings Manage permission or Planner Write permission. Financial Reporting access alone is not enough.
The revenue category changed but the standard link did not
They are separate settings. Change the other column too.
Changes will not save and a billing message appears
The account is read-only because of a billing issue. Update the payment information, then try again.
No. It shows that a matching service or agreement type was billed.
How far back does matching look?
The last three completed calendar months. The current month is not counted.
Will billing overwrite a status I set by hand?
No. Billing only answers Not Started cells and cells it answered itself.
Does Re-check billing only update the row I edited?
No. It updates the automatic answers for all standards that have billing links.
What is the difference between a service and an agreement type?
A service is a billed product or line item. An agreement type is the kind of agreement the charge was billed under, which helps when your PSA bills a bundle rather than its parts.
How do I require two products together?
Put them in separate required groups in the standard’s editor. A company must match every group.
Can billing pick the deployment option?
Yes. Choose an option for the group in the standard’s editor. If several matched options apply, the highest tier is selected.
