How billing automation works in Advanced Automation (PSA)

Advanced Automation (PSA) provides fully automated monthly billing for services out of the box.

By default, on every first day of a new month, the system automatically generates sales items for all customers with products in use in the just completed month. This monthly billing process relies on the Cyber Protect Cloud platform's Usage report and fully covers the PAYG (pay-as-you-go) billing model for providers. In addition, contracts can be configured for customers, which enables providers to configure specific billing rules and terms.

When Advanced Automation (PSA) is activated, the system automatically performs monthly billing for the last completed month, enabling providers to immediately test the billing and invoicing functionality. This initial billing is shown in the form of sales items within 15-20 minutes (depending on the customer base) after Advanced Automation (PSA) is activated. These sales items are based on usage from the previous month.

Subsequently, on the first day of a new month, the system automatically runs contract billing that includes invoicing data preparation for customers, and sales items for items above the minimum commitment defined in the contract. The billing run also includes sales items defined for usage outside of contracts.

Limitations

• For customers without billing information, sales items are generated in Draft status. These items cannot be billed for until billing information is provided for the customer.
• Sales items are not generated for trial customers, regardless if you are performing the initial or subsequent monthly billing run.