Map a licence by choosing the billing profile that supplies its PSA product and the customer's agreement or contract that receives the billing updates.

Before starting, connect the PSA and Microsoft account, create the required billing profiles, and link the correct Microsoft tenant to the correct PSA company. If AutoMap is enabled, you can use AutoMap rules and approvals to set up eligible mappings in bulk.

1. Choose the company and licence group

1. Open Company > Companies.
2. Select the customer name and open Agreement Sync > Licenses.
3. Review its licences and subscription terms.
4. If billing by office or department, configure the blue Filters box first and expand the intended group. Check that it contains the expected licences and quantities.

Filters define the billing group. The optional AutoMap Agreement field directs AutoMap; for a manual mapping, still select and check Agreement Name on the mapping form.

Changing an existing filter can remove mapped licences. Follow Filter licences and choose AutoMap agreements before changing an established billing group.

2. Open the licence mapping form

Select the arrow at the left of the licence row to expand the quick mapping form, or select the pencil under Actions to open its dialog.

Both the expanded form and the dialog provide the billing profile, agreement, price, and additional billing options.

3. Select the profile and agreement

1. Select Billing Profile. Match the product and commitment/billing terms to the subscription you intend to bill.
2. Check Product Name and Price after selecting the profile.
3. Select Agreement Name, or the corresponding contract field for your PSA. Use the nearby Refresh control if a recently created agreement is missing.
4. Review quantity adjustments, price overrides, initial start date, proration, and invoice-description options as needed.

The example uses an annual-monthly Business Basic profile and the sample M365 agreement. Use your own product, pricing, and agreement choices.

To separate subscriptions that need different billing profiles, use Split where available before mapping them. See Understanding the Company Info License page for the table columns and a description of each mapping option.

4. Save and verify the result

1. Recheck the customer, licence group, profile, product, agreement, quantity, pricing, and any overridden start date.
2. Select Save to save the mapping.
3. Allow the scheduled sync to process it, or use Sync Now when you intend to request an immediate sync.
4. Check the company's Sync Overview or History for the result, then confirm the actual item and billing details in the PSA agreement.

Resolve any reported sync errors before treating setup as complete. Sync duration varies; there is no guaranteed one-minute completion time.

Repeat for the remaining licences you want to bill, or configure AutoMap rules for eligible licences.

Exclude licences you do not bill

Free products or trial licences may need to remain outside billing and missing-mapping alerts.

1. Open the intended licence's mapping form.
2. Select Exclude license.
3. Select Save and confirm the licence is deliberately excluded.

For licence types you never bill across customers, see Global licence exclusions. Excluding a licence from billing is different from selecting Exclude in a user-attribute filter: that filter mode changes which users belong to the billing group.

Continue setup

After checking the first billing result, configure alerts and user preferences so your team can identify missing mappings and connection issues.