Commerce — sell, set up, get paid

Sell recurring plans, add-ons and one-time services. One sign-up becomes one change plan that creates, in order: the company (new customers), its users, a recurring contract, the services (per user, from the start date — Autotask prorates), a delivery ticket and any one-time charges. Each step uses the ids the earlier steps created, and an interrupted run picks up where it stopped.

Then PSArelay follows the order — from Autotask, every 5 minutes — through provisioned → invoiced → paid (the invoice’s paid date, set when the payment syncs back) and notifies each step. A webhook on commerce.order_paid is all a portal needs to build the account and start onboarding.

Tool
autotask_commerce_offerings	the catalog: recurring plans and add-ons (an Autotask Service, per unit), one-time services (a material billing code and a price), delivery ticket, contract defaults, modules unlocked
autotask_commerce_quote	price an order: lines, one-time and recurring totals, modules
autotask_commerce_order	place it (one plan), follow it (status, track), list what waits for an invoice (invoice_queue), record an outside payment, cancel before set-up

Autotask’s API can’t create invoices, so invoicing stays Autotask’s step; everything before and after it is automatic.

Full details: docs/COMMERCE.md.