Billing Events Awaiting Invoicing Tab

Open this page from the App Launcher or the Services Billing workspace. Use it to review billing events that have been released, but not yet marked as invoiced. You can select and mark multiple billing events as invoiced at the same time. 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 are eligible to be marked as invoiced.

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. Contact your administrator if you cannot see the projects that you were expecting.

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.

Your administrator controls the columns displayed in the grid and your permissions for them. Contact your administrator if you need to see different columns.

If Services Resource Planning 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. Note that the Company and Currency fields are only displayed if you have read access to the fields and the Accounting objects.

If the Billing Events Integration feature is enabled in your org, after you create a billing document from a billing event, the billing document number and date are displayed in the grid. You can click the number of a billing document to open its record page.

Notes:
  • When a billing document is completed, the related billing event is no longer displayed in the grid.
  • The Billing Document column always displays the original billing document created from the billing event, even if the billing document is consolidated with other billing documents.

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 Filters panel, click .

You can select multiple items in each field, and the filters that you apply are displayed above the grid. You can also include child projects, accounts, regions, practices, and groups if you are using these objects in your filters.

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

Your administrator controls the filters displayed and your permissions for them. Contact your administrator if you need to see different filters.

Buttons

Buttons enable you to perform actions on the items that you have selected in the grid.

The following buttons are available:

  • Mark as Invoiced
  • Revert Billing
  • Create Billing Documents (Billing Event to Billing Document integration)
  • Create Sales Invoices and Credit Notes (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.
  • Configure the columns to be displayed in the grid and the filters.
  • Sort the columns in the grid.
  • Open the billing event, billing event batch, project, and account record pages from the grid.
  • View and revert the billing event items for a billing event.

Reverting Billing Events

After reviewing the billing event details, you can remove any billing events that you don't want to mark 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 generated 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.

Marking Billing Events as Invoiced

If you have the permissions, you can mark released billing events as invoiced. Contact your administrator if you cannot mark a billing event as invoiced.

To mark billing events as invoiced:

  1. Select one or more billing events in the grid, and then click Mark as Invoiced. The Mark as Invoiced window opens with the billing events selected.
  2. [Optional] Deselect billing events that you don't want to mark as invoiced.
  3. Click Mark as Invoiced. The Invoiced checkbox is selected on the billing events, their billing event items, and any associated business records. The billing events that have been marked as invoiced are removed from the grid when the job has completed and the page is refreshed.

Creating Billing Documents from Billing Events

If the Billing Events Integration feature is enabled in your org, you can create billing documents from billing events. You can do this by selecting eligible billing events and clicking Create Billing Documents. The button is automatically displayed instead of Mark as Invoiced. For more information, see Creating Billing Documents for Billing Events.

Creating Sales Invoices and Credit Notes from Billing Events

If Certinia Services Resource Planning (SRP) is installed in your org, you can create sales invoices and credit notes from billing events. You can do this by selecting eligible billing events and clicking Create Sales Invoices and Credit Notes. The button is automatically displayed instead of Mark as Invoiced.

For more information, see the following: