License Mapping/Configuration Options

Modified on Wed, 19 Mar at 7:57 AM

This article explains the various options you have available when mapping a license to your PSA.

We will start with the left side and then the right.

  1. Billing profile: Drop down to select a billing profile
  2. Tick to allow negative prorate: - This will add a prorate credit when a license quantity is reduces
  3. Allow override date and the date field to set:This allows you to set a specific date for the initial license sync. 
    1. Generally used when switching to automatic billing to line up a billing period
  4. Included licenses: Quantity of licenses to include for free. This will be deducted from the total license quantity and will not go below 0.
  5. Minimum license quantity: Enter in a minimum quantity to bill. if the quantity goes below this, we will continue to bill this quantity.


  1. Contract/Agreement selector: Select the agreement to link the license to
  2. Overwrite invoice description: Enable this to overwrite the invoice description from the PSA. It will replace the description with the one you set in the box.
    1. Other options will still be appended to this description
  3. Add usernames to invoice: This adds the user names of everyone that has this license assigned
  4. Username format: Select the format to use when adding the users. Comma separated (recommended) or list
  5. Number Users: Number the users that get added to the invoice description
  6. Term and end date: (Bill by subscription ID mode only). Adds the term and the end date of the subscription to the invoice description
  7. Exclude license: Used to completely exclude the license from sync and alerts



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