You must assign the correct permission sets to enable the functions of the Services Billing tabs for the relevant users.
|
Permission Set |
Projects Awaiting Billing Tab | Billing Events Awaiting Release Tab | Billing Events Awaiting Invoicing Tab | Invoiced Billing Events Tab | Details |
|---|---|---|---|---|---|
| PSA - Generate Billing Events | Y | Enables the Mass Billing Event Generation action. | |||
| PSA - Release Billing Events | Y | Enables the Release action. | |||
| PSA - Invoice Billing Events | Y | Enables the Mark as Invoiced action. | |||
| PSA - Recalculate Billing Data | Y | Enables the Recalculate Billing action. | |||
| PSA - Revert Billing Data | Y | Y | Y |
Enables the Revert Billing action. |
For more detailed information of these options, see: