Skip to content

Page permalink

Always use the following permalink when referencing this page. It will remain unchanged in future help versions.

https://docs.sophos.com/central/partner/help/en-us/index.html?contextId=AutoTask-setup-saas

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.

Go to Create an API User account.