Setting up automatic billing

You can map virtual servers or workspaces to Autotask accounts and configure automatic billing for the selected accounts.

To set up mapping between virtual servers or workspaces and Autotask accounts, and edit billing settings:

  1. In the Kaspersky Security Integration Tool for MSP window, click the Accounts tab.
  2. In the Virtual server column (if you use Kaspersky Security Center) or in the Workspace column (if you use Kaspersky Endpoint Security Cloud), locate the virtual servers or workspaces to which to map the Autotask account.

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

  3. In the Autotask account column, click the drop-down arrow and select the account you want to map to the virtual server or workspace.

    One-to-one mapping is supported. You can map one virtual server or one workspace to a single Autotask account.

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

    To use automatic billing, you must create mapping between Kaspersky Lab products and their Autotask equivalents—services. For details, see Mapping Autotask services to products.

  5. Click the Select contract drop-down arrow in the Billing settings column and select one of the available Contracts associated with the account you selected in the Autotask account column.

    A contract of the Recurring Service type must exist for the selected account in Autotask in order for automatic billing to be set up successfully. Contracts for an account are created and managed in Autotask. You can view the contracts for the selected account in Autotask.

    For details on automatic billing, see How automatic billing works.

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

After the accounts are mapped to the virtual servers or workspaces and automatic billing is configured, the Contract Service Adjustments for the licensed Kaspersky Lab products are automatically created for these accounts in Autotask.

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