A billing profile connects a Sync 365 licence mapping to the product or service you sell in your PSA. Create profiles that make the Microsoft licence, commitment term, and billing frequency easy to recognise.

Before you start

Connect your PSA and allow its products to load. Check that the products or services you want to bill exist in the PSA catalogue with the intended pricing.

Use a separate profile for each product and billing term you need. For example:

If your catalogue holds more than one price version, include a year or another clear identifier in the name. The name helps you select the right profile; check the linked PSA product as well.

Add one billing profile

1. Open Billing Profile > Billing Profiles.
2. Select Add Billing Profile.
3. Enter a descriptive Profile Name.
4. Select the correct PSA, then choose its Product Name or Service Name. Check the selection even if the form has filled one in automatically.
5. Review Billable Option. Choose the option that matches the intended treatment in your PSA.
6. Leave Override Default Price off to use the PSA pricing, or enable it and enter your intended override.
7. Select Create.

Screenshots show a development account. Product names and example prices will differ from your catalogue.

Add profiles in bulk

1. From Billing Profiles, select Bulk Add Billing Profile.
2. Select the PSA and search for the products you want to add.
3. Tick the products and select Add Selected Products.
4. Review Added Billing Profiles and edit the Profile Name fields where needed. Use the delete icon to remove an unintended selection before saving.
5. Select Save, then verify the results in the Billing Profiles list.

Add Selected Products prepares the list. Save creates the profiles. Avoid creating a duplicate if the intended profile already exists.

Check the result

Confirm that each saved profile has the intended Product ID, Price, and Cost. Similar product names can refer to different commitment terms or catalogue versions.

A billing profile alone does not identify the customer agreement to bill. Continue with adding customer tenants as companies, then link licences to PSA agreements.

If a product is missing

Check the selected PSA, whether the product exists in its catalogue, and whether PSA data has finished loading. When reviewing pricing changes, use Update pricing from PSA and check the result before relying on it for billing.