Questions, answered

Click Get started, then use Proto to configure PSA for Managed Service Providers for your business. Start with one client, one active agreement, a service line, a milestone and a linked billing record. Rehearse approval and collection before adding more agreements.

The managed service agreement connects a client, delivery manager, owning organization, contract value, term and hours budget. Service entries, time, expenses and milestones refer to it.

Engineer submits a service line. The approval operation checks its billable flag, positive hours and agreement. An eligible line becomes Approved with a review decision and operation receipt. A failed check leaves it Submitted for Service Reviewer to inspect.

Approved service and invoicing are separate states. Milestones are the contractual billing events. Billing Specialist should review approved work and milestone terms before the billing cycle.

Service Delivery Manager checks the deliverable and approves the milestone. The invoice operation then checks its amount and agreement. A successful attempt moves the milestone to Invoiced and writes a receipt.

Use the monthly billing record linked to the milestone. Record invoice number, due date, paid date and method, then mark Received after payment confirmation. The action writes a Payment Record receipt.

Open Payments Overdue Or Disputed. Review the amount and reference note, then follow the linked milestone to its agreement and client owner. Keep the dispute visible while Finance Manager resolves it.

Open Agreement Margin Desk and compare contract value with delivered and billed amounts, realization, margin and hours burn. Drill into the agreement to inspect the service, time, expense and milestone records behind the signal.

Engineer records show weekly capacity, billable hours, total logged hours and utilization. Review the underlying time entries before changing staffing plans.

Record Attachments links files to app records using a parent table and record identifier. Expenses also hold a receipt URL. Confirm that reviewers can open the linked file before relying on it in a decision.