Invoiced Billing Events Tab

Open this page from the App Launcher or the Services Billing workspace. Use it to review billing events that are marked as invoiced in PSA. 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 have been marked as invoiced in PSA.

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.

A maximum of 10000 records can be displayed at once to improve the UI experience. You can use more filters to reduce the number of billing events displayed in the grid.

If PSA – Accounting Connector is installed in your org, you can click a sales invoice or credit note number, or 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 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, you can click the number of a billing document to open its record page. If the original billing document created from the billing event was consolidated with other billing documents, the document number of the consolidated billing document is displayed.

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.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

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

Tip:

The filters applied by you are saved so that the next time you open this page, the information on the grid is displayed according to the pre-applied filters.

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

Buttons

The following buttons enable you to perform actions on the items that you have selected in the grid.

  • Revert Billing: Enables you to revert the billing events.
  • View Status: Enables you to see the progress of the billing event batches and the errors encountered, if any. The batch processes are shown with the start date and time stamp along with the name of the user that initiated the batch run. You can also delete the batch processes and error logs from the grid.

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 should not have been marked 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.

Notes:
  • You cannot undo this action.
  • If PSA – Accounting Connector is installed in your org, a billing event might be linked to a sales invoice and credit note. In that case, when you revert billing data, PSA – Accounting Connector tries to process the related Accounting document. Depending on the scenario, the Accounting document is automatically processed or you might need to perform additional manual steps. For more information, see Reverting Billing Data for Invoiced Billing Events.

To revert 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.

Viewing Progress Status

The View Status button enables you to view the progress of the billing event batches and the errors encountered, if any. The batch processes are shown with the start date time stamp and the name of the user who initiated the batch run.

To delete the batch processes and errors:

  1. Click View Status. The View Status window opens.
  2. The Billing Process Status grid displays the jobs in progress.
  3. In the Process column:
    1. Click to view the different job processes.
    2. Expand the process by clicking to view the errors in the Error column.
    3. Click to close the expanded view.
  4. [Optional] Select a job and click to view the job details.
  5. Select the jobs or errors and click to delete the billing event job or error logs. The jobs completed successfully are removed automatically removed from the grid.
  6. Click Done to close the View Status window.
Note:

You cannot delete a batch that is in progress.