Permission Sets for Services Billing Tabs

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 - Combine Billing Events		Y			Enables the Combine action.
PSA - Generate Billing Events	Y				Enables the Mass Billing Event Generation action.
PSA - Invoice Billing Events			Y		Enables the Mark as Invoiced action.
PSA - Recalculate Billing Data		Y			Enables the Recalculate Billing action.
PSA - Release Billing Events		Y			Enables the Release action.
PSA - Revert Billing Data		Y	Y	Y	Enables the Revert Billing action.

For more detailed information of these options, see:

• PSA Functional Permissions Overview
• Permission Sets and Other Technical Documentation