Creating Billing Documents for Billing Events

When PSA is configured to use the Billing Events Integration, you can create billing documents for individual billing events or for multiple billing events. The billing documents are created with the "Draft" status. Billing is then handled in FinancialForce Billing Central.

Note:

When creating a billing document for a billing event, if any of the billing event items have a blank Product or Service field the "Professional Services" product is used by default. If this product has been renamed or deleted, you must manually populate any blank Product or Service fields before the billing document can be created.

Creating a Billing Document for an Individual Billing Event

To create a billing document for an individual billing event:

Display the billing event's detail page.
Click Create Billing Document.

If the Create Billing Document button is not available, check that all the feature steps to enable the Billing Events Integration have been completed. For more information about enabling the feature, see Enabling the Billing Events Integration.

Creating Billing Documents for Multiple Billing Events

To create billing documents for multiple billing events:

Click the Billing Events tab.
Select the billing events you want to process, then click the Create Billing Documents button.

If the Create Billing Documents button is not available, check that all the feature steps to enable the Billing Events Integration have been completed. For more information about enabling the feature, see Enabling the Billing Events Integration.

The billing documents are created in the background by a batch job which notifies you when the job is complete. You are notified by email unless the Create Billing Documents Batch Settings are configured differently. If any errors occur, check the logs on the batch record. For information about the batch records, see Create Billing Documents Batch Fields

What Happens Next?

When a billing document is created successfully:

The billing document and each billing document line item are created with lookups to the originating billing event and billing event item.
The billing event and each billing event item are updated with lookups to the resulting billing document and billing document line item.

You can optionally consolidate multiple "Draft" billing documents to improve efficiency when billing accounts. If a billing document created for a billing event is consolidated with other billing documents, both the original billing document and the latest (consolidated) billing document are identified on the billing event.

When the billing document used to invoice a billing event is completed, the Invoice Date and Invoice Number fields are populated on the billing event and the Invoiced checkbox is selected.