Open this page from App Launcher or the Services Billing workspace. Use it to review billing events that have been generated, but not yet released to your finance system for invoicing. You can release, revert and recalculate multiple billing events on this page.
Multiple users can generate and release billing events at the same time.
Page Layout
This page comprises:
- Summary cards
- Grid
- Toolbar controls
- Buttons
Summary Cards
Summary cards enable you to quickly review information about the records displayed in the grid. The information in the cards is updated when you use filters in the grid. Your administrator can show or hide cards, or remove the whole panel, if needed.
The following summary cards are available on this page.
| Summary | Description |
|---|---|
| Billing Events Awaiting Review |
The number of billing events displayed in the grid that have been generated and are ready to be reviewed before being released. |
| Projects Awaiting Review |
The number of projects that the billing events in the grid belong to. |
| Projects Containing Multiple Billing Events |
The number of projects that the billing events in the grid belong to, which contain more than one billing event. |
| Unbilled Revenue for Period |
The total awaiting billing from the sum of all the billing events in the grid. This is displayed in one currency. Use the filters to view only billing events with the same currency. |
Grid
The grid contains a list of billing events that are eligible for release.
The projects displayed in the grid are determined by your permission controls for the projects, or the regions, practices, and groups that the projects belong to. If you cannot see the projects that you were expecting, ask your administrator for help.
You can select and deselect all of the billing events using the checkbox at the top of the grid, or select and deselect individual billing events using the individual checkboxes.
You can also click a billing event, billing event batch, project, and account name in the grid to open its record page.
If FinancialForce Services Resource Planning (SRP) is installed in your org, you can click an Accounting company to open its record page. The Accounting currency related to the billing event is also displayed in the grid. In addition, the account record displayed in the grid is populated from the Account field on the billing event, instead of from the related billing event batch.
Toolbar Controls
The toolbar controls enable you to filter the grid and view information about options for changing the grid view.
To open and close the filter panel, click 
.
You can select multiple items in each field, and the filters that you apply are displayed above the grid.
Click Apply to save your current selections. Click Clear to clear all of your filter selections.
Buttons
Buttons enable you to perform actions on the items that you have selected in the grid.
The following buttons are available:
- Release
- Recalculate Billing
- Revert Billing
- Release and Invoice (SRP)
Reviewing Billing Events
To review your billing events, you can:
- Use the filters to reduce the number of records in the grid. You can select multiple items in each filter field, and the filters that you apply are displayed above the grid.
- Sort the columns in the grid.
- Open the billing event, billing event batch, project, and account record pages from the grid.
Reverting Billing Events
After reviewing the billing event details, you can remove any billing events that you don't want to release by reverting the billing process. This deletes the selected billing events and their billing event items, and reverts associated records to a state where they are eligible for billing again.
To revert generated billing events:
- In the grid, select the checkboxes of the billing events that you want to revert.
- Click Revert Billing.
The billing events are no longer displayed in the grid after the job has completed and the page is refreshed.
Releasing Billing Events
To release generated billing events using this tab:
- Select the checkboxes of the billing events that you want to release.
- Click Release.
The billing events are no longer displayed in the grid after the job has completed and the page is refreshed. Depending on your level of integration or automation, after release your billing events are displayed in either the Billing Events Awaiting Invoicing Tab or Invoiced Billing Events Tab.
Recalculating Billing Events
When there is a change to the description or amount of a timecard, milestone, expense, miscellaneous adjustment, or budget for a billing event that has not been released, you can recalculate the billing event to match the changed records. When releasing billing events to your finance system, billing events containing business records that do not match are not released.
To recalculate generated billing events using this tab:
- Select the checkboxes of the billing events that you want to recalculate.
- Click Recalculate Billing.
Releasing and Invoicing Billing Events
If FinancialForce Services Resource Planning (SRP) is installed in your org, you can select eligible billing events and then click Release and Invoice. Sales invoices and credit notes are created immediately from the released billing events.
For more information, see the following in the Integrations Help: