Processing Individual Billing Events

You must release a billing event before it can be invoiced.

To release an individual billing event:

  1. Display the detail page for the billing event.
  2. Click Release.

The billing eventClosed A means of generating billing information that can be fed into a financial system is released and the Released checkbox is automatically selected.

The way you invoice billing events varies depending on whether PSA is configured to use the Billing Events Integration. If PSA is configured to use the Billing Events Integration, see Creating Billing Documents for Billing Events.

The following procedure is only relevant if PSA is not configured to use the Billing Events Integration.

To invoice a billing event item:

  1. Click Invoice on the billing event's detail page.
  2. Enter a date for the invoice in the Invoice Date field.
  3. Enter an Invoice number in the Invoice Number field.
  4. Click Invoice to confirm your edits.

The Invoiced checkbox is automatically selected to indicate that the billing event has been invoiced.