Bill every user

A company-wide mapping sets one agreement addition’s count to the number of the client’s active, synced users, and can list them on the invoice. Use it when you bill a client per user, or to show the client who your service covers each month.

You need a company that syncs contacts (its first sync committed), and a ConnectWise agreement for the client.

Map the addition

1. Open the company’s Agreements page (the Agreements button on its row or its Settings).
2. On Overview, click SELECT under Company-wide Mapping, then Enable Company-wide Mapping.
3. In the mapping, click CHANGE (or the addition selector) to open Select Agreement Addition, and choose the addition under Available Additions. An addition already used by another mapping is marked (Already Mapped Company-Wide or to another Group, License or OU). If the addition does not exist yet, click Create a New Agreement Addition and choose its Product, Agreement, Bill Start Date, Price and Cost.
4. Set the invoice options under Covered Users Invoice Options. Include Users on Invoice is on by default. See Mapping options for each option.
5. Click Perform Sync. On the Matching Form, the Agreement column sets who counts (below). Click Proceed to Final Review Page, check the count under Agreement Additions, and click COMMIT.

From then on, every sync that finds a change updates the addition.

Who counts

Each matched contact’s Agreement setting on the Matching Form decides:

Setting	Counts against the addition
Auto (default)	When the account is active and not unused or abandoned, for example not signed in for 30 days
On	Always
Off	Never

Users not matched to a ConnectWise contact, and ignored ones, never count. To count accounts that are unused or abandoned, tick Treat Unused or Abandoned Accounts as Active on the mapping (or set those contacts to On).

To leave some users out, for example everyone with only an Exchange Online (Plan 1) license, combine the mapping with that license using Difference: see Combine groups or licenses. To add or exclude a specific person, see Add or exclude contacts.

What the invoice shows

With Include Users on Invoice, ConnectActive replaces the addition’s invoice description with the product description followed by the covered users. The list is one name per line up to 50 names, and comma-separated above that, unless you choose Commas or Line Breaks. See Agreement mappings for the whole description.

The Minimum Count option bills at least that many users, whatever the count.