Understanding the Company Info License page
Use Company > Companies > customer name > Agreement Sync > Licenses to review a customer's Microsoft licences, organise billing groups, and map licences to PSA products and agreements.
Start with the correct billing group
The blue Filters box sits above the licence table. Select Add filter to create the first group. After saving, expand the group's heading to see its licences, or select Edit to change its settings. Use Search filters, Expand all, Collapse all, and Add More Filters as the list grows.
Filters can include or exclude users by attributes such as Office or Department. With AutoMap enabled, a filter can also choose its own destination agreement.
The filter selects the user group; AutoMap Agreement selects its billing destination. Leave the agreement empty to use the company default.
Applying or clearing filters can remove existing licence mappings. Read the confirmation and review the resulting groups before mapping again. Follow Filter licences and choose AutoMap agreements for the complete workflow.
Read the licence table
| Column | What to check |
|---|---|
| License Name | The Microsoft product you intend to bill. |
| Subscriptions or Subscription Info | The underlying subscription count, term, and source. |
| Binding | Where shown, whether subscriptions are grouped or split for mapping. |
| Active Licenses | The active licence quantity for the displayed group. This is not necessarily the number of assigned users. |
| Available Licenses | The available or unassigned quantity, where shown. |
| Billing Profile Name | The billing profile assigned to the licence or subscription. |
| Agreement and Products | The destination PSA agreement and associated products when mapped. |
| Actions | The pencil control opens the mapping dialog. |
Blank mapping columns indicate that you still need to review the licence's billing setup. Free or trial products may be deliberately excluded; a licence appearing in the list does not mean it should be billed.
Use Show expired licenses to include expired records when needed. For filtered companies, Show Unfiltered Licenses reveals a separate tab for licences outside the filtered groups, and Show Available Licenses controls the additional available-licence view. Check the intended group before saving a mapping.
Inspect subscriptions and split or merge them
Hover over the subscription information icon to inspect details such as subscription ID, source, term, end date, quantity, and status. For Direct CSP data, matched Partner and Tenant subscription records can represent the same subscription; do not treat the two identifiers as two purchases.
Where Split is available, use it when individual subscriptions need different billing profiles—for example, subscriptions with different commitment terms. Merge groups them again. Review the mappings after changing the grouping.
Open the mapping controls
There are two ways to open the licence mapping form:
- Select the arrow at the left of a licence row to expand its quick mapping form.
- Select the pencil under Actions to open the mapping dialog.
The current quick form includes price and invoice-description overrides as well as the billing profile and agreement selectors.
Example selections shown before saving. Product names and prices come from the test PSA catalogue and are not recommended prices.
Select the correct Billing Profile and Agreement Name or PSA contract. Check the resulting Product Name and Price, then review the optional settings below.
Understand the optional settings
| Setting | Purpose |
|---|---|
| Included license quantity | Reduces the quantity billed separately by the number already included in another charge. |
| Set a minimum license quantity | Sets a floor for the billed quantity. |
| Override Price | Uses a licence-specific price instead of the profile's price. |
| Allow Negative Prorate | Allows credits for quantity reductions where supported by the billing configuration. |
| Allow Override Date | Sets the initial mapping's start date. See the start-date guide. |
| Overwrite invoice description | Replaces the standard invoice description with your chosen description. |
| Add username to invoice description | Includes assigned users in the description. Related numbering and ConnectWise proration options may appear when enabled. |
| Show available license count | Includes the available-licence quantity in the description. |
| Exclude license | Excludes this licence from syncing and related missing-mapping notifications. |
The available options depend on the PSA and billing configuration. Choose them to match the customer's agreement.
Save and check the billing result
Use Save to save the intended mapping. Sync Now requests an immediate sync; check the customer, product, quantity, price, and start date before using it. Review Sync Overview, History, and the resulting PSA agreement item to confirm the outcome. A saved mapping alone does not prove that PSA billing has completed.
For a step-by-step manual example, follow Link licences to PSA agreements. If AutoMap is available, follow Get started with AutoMap to configure rules and review proposals instead of mapping each licence individually.
Other controls on the page
Use Refresh License Counts to refresh the licence data, Contact Sync for the company's contact-sync settings, and Add Discount for discount configuration. Custom Licenses is the separate area for billing items beyond the standard Microsoft licence list. These controls serve different purposes from selecting a licence's billing profile.