> Administration > PSA Integration > Autotask > Set up an Autotask Billing Profile on Demand

Set up an Autotask Billing Profile on Demand

This feature is available at the Service Organization-level.

A Billing Profile is set up by associating MSP N-central Filters to Autotask Services or Service Bundles and scheduling when to run it. When the Billing Profile runs, it updates Configuration Item Counts in Autotask.

This feature is available at the Service Organization-level.

Some of the reasons you may want to run a billing profile on demand include the following:

  • To test your billing profile configuration.
  • To get an update to generate a bill at a time other than the scheduled billing date.
  1. Navigate to Administration> PSA Integration > Billing Profiles.
  2. Select the billing profile you wish to run on demand.
  3. Click Run Billing Profile Now.
  4. You can also click Run Billing Profile Now without selecting a profile.

  5. Click Run Billing Now in the pop-up confirmation dialog.

After the Billing Profile is finished running, click Show Billing Results to view the results. The Configuration Item Counts are also updated in Autotask.