Configuring Billing in Autotask

1. Log in to Autotask.

2. Hover over the Autotask logo and select "Features and Settings" from the Admin menu.

3. Expand the list of "Contracts & Un-Posting" options of the Admin menu.

4. Go to the "Contract Categories" section.

5. Click "New" to create a new category.

6. Type CloudBerry in the "Name" section and click "Save".

7. Click the "return" icon next to the "Contract Categories" section name to return to the "Admin" menu.

8. Expand the "Finance, Accounting, & Invoicing" option of the Admin menu.

9. Go to the "Billing Codes" section.

10. Expand the list of "New" button options and click "Material Code".

11. Type CloudBerryBillingCode in the "Name" field and select the "Taxable" option from the list of Tax Category options.

12. Click the "Save" button at the top of the pop-up window.

The newly added category appears on the Material list, and now billing in Autotask is configured.

Learn more about how to send billing statistics to Autotask from the Management Console.