Autotask Product Training: Contract and Billing Management

Live Training
Live Training
18/05/2017 | 
9:00 AM Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna (UTC+01:00)
Spaces Zuidas Barbara Strozzilaan 101, 1083 NH
Amsterdam, Netherlands

The Billing Management Workshop will focus on moving your billing arrangements into Autotask Contracts. We will review the most common arrangements and how to configure them in Autotask. We will discuss the best way to configure Managed Service agreements. Finally we will present the best practice for preparing for the Approve and Post process using helpful widgets.

Learning Objectives

After this workshop, you will be able to configure:
  • Contract Exclusions
  • Contract Widgets
  • Pre-Billing Reports
Create in Autotask:
  • Contract "Templates" to reflect your common billing arrangements
  • Pre-Billing Widgets

A laptop is required for this event.


9:00 AM - 9:30 AM
Breakfast & Registration
9:30 AM - 10:15 AM
Understanding Contract Revenue and Structure
10:15 AM - 12:00 PM
Configure Contract templates
12:00 PM - 1:30 PM
1:30 PM - 2:30 PM
Managing Contract Renewals and Expirations
2:30 PM - 3:00 PM
Preparing for Billing
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
Knowledge Check

Event Speakers

Laura Poblete

With over 4 years of Autotask experience as a Product Support Specialist and Trainer, Laura is easily able to educate customers on how to fully utilize the Autotask platform to grow their business. Laura’s current role of Trainer focuses on delivering effective training programs to increase customers’ knowledge and use of Autotask. Prior to her work at Autotask, Laura has provided database support to customers across the globe in English, German, French and Spanish.

Event Registration
Please submit your information to secure your seat at this event.