SRP Actions in PSA Lightning Components
If SRP is running in enhanced mode and you use Lightning Experience, you can leverage existing PSA components and pages to streamline SRP processes.
The following PSA Lightning components contain SRP actions.
Action | Description | Component | Page |
---|---|---|---|
Create Sales Invoices and Credit Notes | Creates sales invoices and credit notes from the selected billing events. | PSA Records: Billing Events Awaiting Invoicing | Billing Events Awaiting Invoicing |
Release and Invoice | Releases the selected billing events and creates sales invoices and credit notes from eligible billing events. | PSA Records: Billing Events Awaiting Release | Billing Events Awaiting Release |
For more information about PSA Lightning components and pages, see