Setting up automatic billing

You can map virtual servers or companies to ConnectWise Manage companies and configure automatic billing for the selected companies.

To set up mapping between virtual servers or companies and ConnectWise Manage companies, and edit billing settings:

1. In the Kaspersky Security Integration Tool for MSP window, click the Companies tab.
2. In the Virtual server column (if you use Kaspersky Security Center) or in the Company column (if you use Kaspersky Business Hub), locate the virtual servers or companies to which to map the ConnectWise Manage company.

   If you have a long list of virtual servers or companies, use the search box located above the table, on the right, to find the required virtual server or company. Type any part of the virtual server or company name in the search box and click the Search button. Only the virtual servers or companies whose names contain the string you entered are displayed.

3. In the ConnectWise Manage company column, click the drop-down arrow and select the ConnectWise Manage company you want to map to the virtual server or company.

   One-to-one mapping is supported. You can map one virtual server or one company to a single ConnectWise Manage company.

4. Turn automatic billing on or off for your company by using the toggle button in the Billing settings column.

   To use automatic billing, you must create mapping between Kaspersky Lab security applications and their ConnectWise Manage equivalents—products. For details, see Mapping ConnectWise Manage products to security applications.

5. Click the Select agreement drop-down arrow in the Billing settings column and select one of the available Agreements associated with the company you selected in the ConnectWise Manage company column.

   An Agreement must exist for the selected company in ConnectWise Manage in order for automatic billing to be set up successfully. Agreements for a company are created and managed in ConnectWise Manage. You can view the Agreements for the selected company in ConnectWise Manage.

   The Agreement Additions for the security applications used by the company will be automatically created in ConnectWise Manage during the daily synchronization.

6. If necessary, repeat steps 2 to 5 for each pair: virtual server-company or company-company.
7. Click the Save changes button to save your mapping.

After the ConnectWise Manage companies are mapped to the virtual servers or companies, Service Tickets and Agreement Additions for the licensed Kaspersky Lab security applications are automatically created for these companies in ConnectWise Manage.

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