Billing Event Generation and Processing Overview

You can generate billing events and billing event batches A group of billing events from the following sources.

Name	Type	Description
Account Billing	Page	Generate billing events and batches immediately for eligible business records on an account.
Billing Event Generation	Tab	Generate billing events and batches in bulk at the region, practice, or group level and releases them for invoicing at the batch or billing event level.
Project	PSA Actions component	If your administrator has added the PSA Actions: Project Billing component to the project record page, this contains a Generate Billing Events link. From here, you can generate billing events and batches immediately for eligible business records on a project.
Project Billing	Page	Generate billing events and batches immediately for eligible business records on a project.

Before You Generate Billing Events

Complete the following before generating billing events:

Select all financial items in your PSA organization. These include timecards, expense reports, milestones, and miscellaneous adjustments.
Ensure the Include in Financials checkboxes are selected.
Ensure the Flagged as Billable checkboxes are selected.
Ensure the Status fields and checkboxes are set and marked Approved.
Ensure items are not already related to a billing event item by checking the Billed checkbox.

Note:

If your administrator has set the configuration option group-be-by-master-project to true, all eligible business records for the project hierarchy are shown, not just for the selected project. The resulting billing event is for the master project in the project hierarchy. This also applies when generating billing events for a specific project or account on the Project Detail or Account Detail pages.

Your administrator must have initialized the billing queue on the PSA Administration tab.
If you change a project account or billable status, your administrator must reinitialize the billing queue for the project.

Inclusion of Prior Periods

The Billing Event Generation tab has a checkbox called Include prior periods. If you select this checkbox before generating billing events, PSA generates billing events for past periods, in addition to the time period selected. This is recommended. You can then select the billing event batches to process once they are generated.

Your administrator can define how far into the past to generate billing events by setting the maxNumberOfDaysPriorToQuery setting.

Filtering Billing Events

If you choose to generate billing events on the Billing Event Generation tab, you can select a specific transaction category prior to processing the billing events A means of generating billing information that can be fed into a financial system You can filter the displayed billing events and batches based on their: timecard A mechanism for logging time against a project or an assignment., milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it., expense A record of expenses incurred by resources assigned to a project or opportunity., miscellaneous adjustments A catch-all business record that allows you to correct data entry errors or adjust transactions. or budgets An amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project..

Your administrator can control the maximum number of items to be displayed per page on Billing Event Generation and Project Billing UIs. For more information, see pageSize and projectBillingUIResultsPerTab.