How do I convert from manually having agreement additions to S365L additions?

A common question we have is how to convert from having either manual additions that you update on an agreement, or coming from something like CW Unite to using Sync 365 License?

The key here is to manage how you cut this over. There are a couple of variables to consider.

1. Are you using agreements with prorate enabled or disabled?
2. What is the billing frequency (we recommend monthly)

Are your agreements prorate enabled or disabled?

Prorate Disabled

When using agreements with prorate disabled, this can simplify the process. The downside of not using prorate agreements is that you are not billing for additional licenses the day they are added, you are starting their billing from the next month.

The advantage of this is it is an easy transition.
The process is as follows

• Configure your license to sync to the customers agreement in Sync 365 License and sync the license
• Open the clients agreement in Connectwise Manage and select the additions tab
• Select the old addition from the list
• Set the cancelled date to be the end of the month. (If we are in march and march has already been invoiced we would set the last day of march as the cancelled date. If we are in March and an invoice has not been sent for March, then we can set the cancelled date to the end of February) – Example below
• The automatic sync from Sync 365 license will take over from here
• Repeat for any other licenses.

Prorate Enabled

When Prorate is enabled, there is a couple of extra steps. As we can prorate the license, we can add an addition in the middle of a billing period. So the start date for the new addition will be the day it is added instead of the first day of the next billing period.

• Configure your license to sync to the customers agreement in Sync 365 License and sync the license
• Open the clients agreement in Connectwise Manage and select the additions tab
• Select the old addition from the list
• Set the cancelled date to be the end of the month. (If we are in march and march has already been invoiced we would set the last day of march as the cancelled date. If we are in March and an invoice has not been sent for March, then we can set the cancelled date to the end of February) – Example below
• Select the newly added addition from Sync 365 License and set the start date to the first day of the next month for invoicing (if the current month has been invoiced you would set this to the first day of the next month. If the current month has not been invoiced, you could set this to the first day of the current month) – Example below
• The automatic sync from Sync 365 license will take over from here
• Repeat for any other licenses.

Now we want to cancel the old products for the previous month and ensure the new Sync 365 License products are set to an effective date of the start of the next/current month

What is your billing frequency?

We prefer and recommend using a monthly billing frequency for added flexibility. However if you chose to bill annually, the above still applied, you are just using previous/current/next year instead of month.