product icon

How do I schedule PSA billing update?

    Set PSA billing updates to run automatically on a recurring schedule.

    About this task:

    The auto-schedule performs the billing update and sends an email with the results to a pre-defined email address. To learn more about the emailed results, see How am I notified on scheduled PSA billing updates?

    1. Log in to the primary account's LastPass Admin Console by doing either of the following:
      • Select the active LastPass icon active LastPass icon > Admin Console.
      • Navigate to the Admin Console at https://lastpass.com/company/#!/dashboard and log in with your LastPass admin (MSP technician) email address and master password.
    2. Select Settings > PSA Integration.
    3. In the "Set Up Billing Options" section, select Enable recurring billing update and select a recurring mode (Monthly, Weekly, or Daily).
      Monthly update
      Schedule automatic billing to occur once a month. Set the day of the month and the time for the update to happen.
      Note: The time is limited to full hours in your account's current time zone.
      Weekly update
      Schedule automatic billing to occur once a week. Set the day of the week and time for the update.
      Note: The time is limited to full hours in your account's current time zone.
      Daily update
      When setting up daily updates only the time of day can be set.
      Note: The time is limited to full hours in your account's current time zone.
    4. Select a date and time.
    5. Under Notification email addresses, enter the email address you want to send notifications to when a recurring billing update is completed.
      Note: If you want notifications to be sent to multiple emails, add them as a comma separated list.
    6. Select Save.
    Results: After the recurring billing settings are saved the update will run automatically.