Managing customer billing

Procedure

1. Configure the global billing schedule on the Trend Micro Remote Manager console.
   1. Go to Administration → Configure third-party integration.
      The Configure third-party integration screen appears.

   2. In the Notification Settings section:
      • Enable Send billing information for all products to ConnectWise Manage every month on day __ to perform automated billing of all Trend Micro products for all ConnectWise Manage customers.

        Note Click Send Now to send the current bill to ConnectWise Manage customers immediately. If you select 29, 30, or 31, and the month ends before the configured date, Remote Manager sends the billing information on the last day of the month instead.

   3. Click Save.
      ConnectWise Manage can now receive notifications from Remote Manager.
2. Configure agreements and optionally modify the billing schedule for individual Remote Manager customers on the Remote Manager console.
   1. To enable Remote Manager to send billing information to ConnectWise Manage, go to Customers → {Company}.
   2. To integrate the ConnectWise Manage settings for this customer, click the ConnectWise Manage tab.

   3. In the Agreements section, you can assign ConnectWise Manage Agreements to Trend Micro products.

      Note Assigning agreements to Trend Micro products allows ConnectWise Manage to provide automated billing services for Trend Micro Remote Manager customers.

      Important Trend Micro Remote Manager can only display the agreements you have configured on the Companies → Companies → {Company} → Agreements (tab) in ConnectWise Manage. If you previously configured ConnectWise Manage using the TMRM Management Solution or Managed Service agreement type, Default appears next to the Trend Micro product name. For more information about the management solution billing setup in ConnectWise Manage, see Creating a management solution and Creating cross-references.

   4. Click Set Up.
      The Product Agreements screen appears.
   5. For each product, first select the agreement type and then select the agreement name.
   6. Click OK.
   7. Select either of the following integration settings:
      • Select Use global settings from Administration > Configure third-party integration > ConnectWise Manage settings to apply the global integration settings.
      • Select Use custom settings to configure customer-specific notifications for billing and executive summaries.
   8. Click Save.