Managing sales items

Sales items are services or goods provided to a customer that are subject to billing and invoicing.

This feature is only available for users assigned the following roles: Administrator, Director, Group manager, Finance manager, Finance, Sales

Sales items are managed in the Sales items tab (go to Sales and billing > Sales), where you can view all your current sales items. Information about each sales item is also available, including the customer, the total amount of the sales items (excluding discounts), the invoice date, and if the sales item has been billed for or not. You can also filter and sort the displayed list to locate a specific or set of sales items; for more advanced filtering, use the Filter tool to define which sales items should be displayed.

For customers using Acronis services and products, the system automatically creates sales items as part of the monthly billing run, and on the initial activation of Advanced Automation (PSA) for each partner.

Draft sales items are created to help automate the billing of customers, but customers cannot be billed until billing information is submitted. You can provide billing information for the customer in multiple ways, including when creating a contract or by clicking the relevant sales item in the Sales items tab, and then clicking Add billing information in the banner message. For more information, see Onboarding existing clients.

After providing billing information for the customer, Draft sales items are automatically changed to Pending, and are available for billing.

Advanced Automation (PSA) enables you to manage sales items that are:

  • Automatically registered based on contract parts.
  • Automatically registered as a result of ticket-based activities.

  • Automatically registered for customers using Acronis services and products, but without contract parts.

  • Registered manually.