Managing contracts

Change the contract period individually

You can override the default contract period for each individual contract. Please note that it's not possible to change the period type of an existing Autotask contract.

  1. Go to the contract you want to change.

  2. Click the edit button (1) next to the its Contract Period:

    Contract billing cycle

    If the contract has already been linked to Autotask, the icon will no longer be available.

  3. Select the required contract period (1) and press the save button (2):

    Override the contract billing cycle

Overriding a service per contract

The service mapping determines which Autotask service will be used in your contract for every product. In some cases it could be necessary to override the mapping for a particular contract. This is possible using the override functionality:

  1. Go to the Contracts page.

    Contracts overview

  2. Look for the contract you want to edit (1) and click on the domain name (2) to view its details:

    Search for a contract

  3. Scroll down the list of products and press the configure button (1) to show the list of available services:

    Contract override service

  4. Toggle the Override button (1) and select the new service to use (2) for this product. Set the date when this change should be applied (3). Leave the date unchanged to apply it immediately. Press the Save (4) button to create the override:

    Contract change service selection

Remove a service override

Once a particular service override is no longer needed, you can remove it just as easily. Follow the steps above to configure your product. This time, click on the Override toggle (1) to disable it and press the Save (2) button:

Contracts overview

Note that the service in the contract will be updated immediately.

Exclude or ignore service units

In certain situations, you do not want to bill all units to your customer for a given product. You can configure Goolash to automatically exclude a number of units easily. Alternatively, you can choose to ignore a product entirely:

  1. Find the contract and product, and open its configuration window by pressing the configure button (1):

    Contract override service

  2. In the Adjustments panel, add the number of units to exclude in the input field (1):

    Contract override service

    This number will be subtracted from the total count for this product. For example, if this product has 6 licenses and you exclude 2, only 4 will be added to the Autotask contract.

  3. If you want to ignore the product completely, check the ignore box (1).

    Contract override service

    The product will now be ignored during sync. If the product already exists in the Autotask contract, its number of units will be reset to 0.

  4. Press the Save (1) button to apply your settings. Changes will be made immediately.

    Contract override service

Link products to service bundle

When working with service bundles, you will have to add related products to a single Service Bundle to prevent them from being synced twice.
As an example, let's assume you bundle Microsoft 365 Business Standard and Office 365 Advanced Threat Protection licenses into a single bundle.

You can create a service override for your Microsoft 365 Business Standard product and link it to a Service Bundle following the steps above. That results in the number of units for your Service Bundle automatically matching the number of Microsoft 365 Business Standard licenses.

All that remains is to link your Office 365 Advanced Threat Protection product to the bundle, to prevent it from being added to your invoice separately:

  1. Open the configuration window for your bundled product via the Configure (1) button:

    Configure product

  2. In the Add to bundle pane, toggle on the switch next to the service bundle (1) you want to add this product to:

    Add to bundle

  3. Press the Save (1) button to apply your settings. Changes will be made immediately.

    Contract override service

Goolash will now automatically exclude the number of units linked to the service bundle from this product.

If you scheduled the service bundle override to go into effect on a future date, we will not exclude the unit count from this bundled product yet either.