Creating a contract

The MSP wants to be able to create a new contract in Acronis PSA in Acronis.

Preconditions

  • Partner must have Acronis PSA enabled.

Note

If Acronis PSA is not enabled for this partner, the event should be shown in the pulldown list, but be shown as disabled.

Input fields

Field

Value

Mandatory

Reference number

Text string

Not mandatory

Contract name

Text string

Mandatory

Organization

One of a list of companies in Acronis PSA.

Mandatory

Contact email

Text string

Mandatory

Billing entity

One of a list of billing entities in Acronis PSA.

Mandatory

Invoice interval
One of:

  • Every month (default)

  • Quarterly

  • Semi-annually

  • Every year

Mandatory

When to bill
One of:

  • Upfront (default)

  • Afterwards

Mandatory

Payment method
One of:

  • Manually (default)

  • Via authorized debit

Mandatory

Start date

Date (without time).

Mandatory

End date
One of:

  • “Bill forever”

  • Date (without time)

Mandatory

Send invoice
One of:

  • By mail (default)

  • By email

Mandatory

Post conditions

  • A contract is created with the values provided.