Check for a “Software as a Service” code

You need to check that a Software as a Service billing code has been created in Autotask.

To check for a code, do as follows:

  1. In the top left-hand corner of the Autotask web page, hover over the Autotask icon.
  2. Click ADMIN.
  3. Under ADMIN, expand FINANCE, ACCOUNTING, & INVOICING and click Billing Codes.
  4. Under BILLING CODES, click the Service tab.
  5. If there is not a billing code named Software as a Service in the table, create one by clicking New.
    • In NEW SERVICE CODE, type Software as a Service as the name and ensure that Active is selected.
    • If you use an external accounting system, you should also enter appropriate values in the other fields, to enable the billing code to appear in that system.