Products: Managed Backup (Web)
Article ID: m0443Last Modified: 05-Oct-2026
Sending Billing to Autotask
Log in to Managed Backup Service.
Go to the "Autotask" page.
Enter your Autotask credentials (User Name and Password) and click the "Save" button.
Go to the Billing page.
In the Period drop-down list, select the month for which you want to send billing stats to Autotask.
- Click the "Send to Autotask" button - it will show a list of companies that exist in both Managed Backup Service and Autotask.
Note: For more details, refer to the Importing Autotask Contacts to MBS and Creating an Autotask Ticket for Failed Plans chapters.
- Select companies or use the "Select all" option to select all companies for which you want to send billing. Click the "Send Billing" button.
Note: If billing is not properly configured in Autotask for a certain company, you will see the "Failed" status. Check out the previous section that guides you through the billing configuration steps.
Finding Billing Statistics in Autotask
Log in to Autotask.
Click the Autotask logo and select the "Contracts" menu.
- In Contract Search, enter "CloudBerry" into the Contract Category text field and click "Search".
- Click the row with an account (company) you want to view billing for.
- Click "Charges" to see the billing details.
