Billing for Xerox PageConnect/XPPS services

Once you have configured Autotask, entered the printers as devices, and set up the Recurring Services Contracts you will be using to bill the PageConnect/XPPS services, the monthly recurring billing process consists of three simple steps:

  1. Download the PageConnect/XPPS Billing Details File each month from the Service Contract Order Tool (SCOT), selecting the File Export Format option of Autotask, and save to your desktop.

NOTE  Best Practice: Save the XML file you download from Xerox to the same folder, and use a consistent naming convention.

  1. Run the PageConnect/XPPS import. Refer to Importing PageConnect/XPPS files.
  2. Finally, approve and post both the recurring services used to bill the monthly base price and the Contract Charges used to bill the overage. This step is part of your normal billing process. Refer to Approving and posting billing items.