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
Services Billing Time Period Type   The time period type to use when generating billing events and billing event batches for the accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists..

Concept Information

Billing Event Items, Billing Events and Billing Event Batches

About Flexible Billing Periods

Related Tasks

Billing Event Generation and Processing Overview

Clearing Billing Data

Processing Individual Billing Events

Recalculating Amounts in a Billing Event

Removing Billing Events and Batches

Scheduling Billing Events

Customizing Billing Event Items

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