Invoiced Billing Events Tab

Open this page from App Launcher or the Services Billing workspace. Use it to review billing events that are marked as invoiced in PSA. You can also revert billing for one or more billing events.

Page Layout

This page comprises:

Grid

The grid contains a list of billing events that have been marked as invoiced in PSA.

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 a sales invoice or credit note number, or 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 the related billing event batch.

If the Billing Events Integration feature is enabled in your org, you can click the number of a billing document to open its record page. If the original billing document created from the billing event was consolidated with other billing documents, the document number of the consolidated billing document is displayed.

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. You can also select checkboxes to include child projects, accounts, regions, practices, and groups when filtering.

Click Apply to save your current selections. Click Clear to clear all of your filter selections.

Buttons

The Revert button enables you to revert the billing events that you have selected in the grid.

Reviewing Billing Events

To review your billing events, you can:

Reverting Billing Events

After reviewing the billing event details, you can remove any billing events that should not have been marked as invoiced 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.

Note: You cannot undo this action.

To revert billing events:

  1. In the grid, select the checkboxes of the billing events that you want to revert.
  2. Click Revert Billing.

The billing events are no longer displayed in the grid after the job has completed and the page is refreshed.