PSA – Accounting Connector Actions in PSA Lightning Components

If PSA – Accounting Connector is running in enhanced mode and you use Lightning Experience, you can leverage existing PSA components and pages to streamline PSA – Accounting Connector processes.

Note:

PSA – Accounting Connector Lightning actions are automatically displayed when PSA – Accounting Connector is installed.

The following PSA Lightning components contain PSA – Accounting Connector actions.

PSA – Accounting Connector Actions in PSA Lightning Components and Pages

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 PSA Lightning Components.