Bill by Subscription ID - Sync 365

Bill by Subscription ID

In some occasions you may have a client that has multiple subscriptions for a license, or a monthly and annual term for the license. These may include subscriptions that you to not provide so you may need to bill them by your specific subscription ID instead of for their whole license count.


With Sync 365, we can easily achieve this.


How To

Open the company that you would like to see the subscriptions for.


Click the "Subscription ID Options" button. If you would like to see all of the licenses as subscription ID's, select "Get all license subscriptions".
If you would just like to see a specific license, select Get subscriptions for specific licenses.



NOTE: If you currently have a billing profile set up, this will remove it. If you are not connecting this to the same billing profile and agreement in your PSA, you will need to remove the orphaned license in the agreement/contract.

We will prompt to confirm continuing before splitting out to subscription ID.





You will now see each of the subscriptions next to a license and be able to assign a billing profile to them as normal.


License list goes blank


If you switch to show the subscription ID's and the list of licenses goes blank, this means there is a problem with your Microsoft GDAP relationship and you do not have the correct permissions. You can see more about that here.

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