Account Fields
Here is a description of the PSA custom fields in the account object. For a description of the Salesforce fields, see the Salesforce Help.
Field | Description | |
---|---|---|
Add BEIs to Existing Batches | If selected, all existing billing event items are added to an existing billing event instead of creating a new billing event. | |
Services Billing Time Period Type | The time period type to use when generating billing events and billing event batches for the account![]() |