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Bill by RMM Agent - Connect IT Community | Kaseya
<main> <article class="userContent"> <p><span lang="EN-US" data-contrast="auto">Bill by Agent allows you to charge your customers based on the number of assets being managed in your RMM. Costs will be prorated based on the asset count.</span> </p> <h4 data-id="pre-requisites"><span lang="EN-US" data-contrast="auto">Pre-requisites: </span></h4> <ul><li><span lang="EN-US" data-contrast="auto">Active RMM <span lang="EN-US" data-contrast="none">Kaseya V2 integration.</span></span></li> <li> <span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">BMS Accounts must be linked with the Organization record of your RMM account.</span></span><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none"></span></span> </li> <li><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">MFA should be disabled for the Integrator user.</span></span></li> </ul><h4 data-id="features"><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Features:</span></span></h4> <ul><li><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">BMS runs a nightly job on VSA to sync the asset counts and update the contracts accordingly.</span></span></li> <li> <span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Billing units will be incremented and decremented based on agent/asset addition or deletion to associated RMM groups. Correspondingly</span></span><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none"> a new pro-ration period will be created.</span></span> </li> <li> <span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Billing units are based on RMM Org/Groups/machines in VSA.</span></span><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none"></span></span> </li> <li><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Billing can be further filtered on your contracts based on your views present in RMM.</span></span></li> <li> <span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Billing automation job will post whatever is available at the time of execution which includes the normal and pro-rated periods.</span></span><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none"></span></span> </li> <li>Refer to this <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fkaseya%2Fhc%2Fen-gb%2Farticles%2F360010914577" rel="noopener nofollow">article</a> to see an example of a Price to Asset billing job.</li> </ul><h4 data-id="billing-and-proration">Billing and Proration : </h4> <ol><li><span lang="EN-US" data-contrast="auto">Create or update your service item on a recurring service contract. </span></li> <li><span lang="EN-US" data-contrast="auto">Choose to Bill by <strong>RMM Agent Count</strong>.</span></li> <li>Choose the associated machine group for your account. Additional <strong>Machine View</strong> filter can be used if needed to further filter the agent count. </li> <li><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none">Get the agent count by clicking <strong>Get Units Now</strong>. </span></span></span></li> <li><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="auto"><span lang="EN-US" data-contrast="none"><strong>Units</strong> field will be auto-populated with the Agents/assets matching in your RMM. </span></span></span></li> <li>These units can be billed in Billing review/automation.</li> <li>Once units are posted and invoiced, Units can still be incremented or decremented for the posted month. </li> <li>Incremental or decremental amount will be added as new line items and will be updated for the following months. </li> <li>Units count will be updated if the agent/asset was moved to a different group or deleted in your RMM.</li> <li><span lang="EN-US" data-contrast="auto"><strong>Effective date</strong> during unit updates will be the date when the units are updated and proration will be calculated from. </span></li> <li><span data-contrast="auto"><strong>Prorated transactions</strong> in the contract are displayed when a change has happened in the Unit, with the effective date the change was detected.</span></li> <li>The system will also notify you when this has happened if the <strong>notifications</strong> in the contract are defined.</li> <li>To prevent proration errors, users cannot change the way units get derived after a service is saved. Recurring Services Contract > Services > Add/Edit Services > Automatically Derive Billing Units options will get disabled.</li> </ol><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/CDDB7RAFZQHS/blobid0.png" alt="blobid0.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p> </p> </article> </main>