Once Syncro launches the Policy Inheritance (PI) feature, we will deprecate the RMM Package feature immediately. Although these recurring invoices will still be visible, they will cease to function. We emailed all affected users about this who have at least one recurring invoice with an "RMM Package" line item type present.
In the old model, you could also create saved asset searches that showed all assets in a specific policy, then bill everyone who was under that policy.
We are deprecating that one-to-one model. These searches will become read-only for 30 days after PI launches, even if you do not migrate to Policy Inheritance, allowing you to come up with an alternative billing method, such as one described below. After that 30 days, those saved asset searches, along with any recurring invoice line items that reference them, will be removed.
Bill by Policy Folder (available once PI launches)
There will be an updated method for recurring invoices when PI launches which will allow each invoice to bill against all assets in a specific policy folder. Suppose you have the customer setup like:
You could choose to bill everything under the Servers folder at $150 per server, for example, and then add a second line item counting everything in the Workstations folder for maybe $100 per workstation.
Bill using asset counter with Saved Asset Search (available now)
If you want to get a jump on changing how you bill instead of waiting until PI launches, here is one method.
If you have mixed assets, such as some on policy A, some on policy B and some on C, you could flag the assets with a custom field and move those into a Saved Asset Search (assuming you have three packages in total this would work universally for all customers). In the example below, we added a custom Mixed checkbox to the Syncro Device asset type.
You would then bill on a recurring invoice using the Asset Counter Recurring type in conjunction with a Saved Asset Search.
Just be sure you are not using a policy as your saved asset search, because that won't work in the future.