Reverting Billing

Reverting billing deletes the billing event and its billing event items, and reverts associated records to a state where they are eligible for billing again. If you have the correct permissions, you can revert billing for released and invoiced billing events or billing event items.

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.

You can revert billing for single or multiple billing events from the following pages:

To revert billing data for a single billing event from a billing event record:

  1. On the billing event record, click Revert Billing.
  2. Read the information message.
  3. Click Revert Billing to continue.

To revert billing for billing events from the Billing Events list view or the Billing Events related list on a project:

  1. Select the billing events in the list.
  2. Click Clear Billing Data.

To revert billing for billing event items from the Billing Event Items list view or the Billing Event Items related list on a project:

  1. Select the billing event items in the list.
  2. Click Clear Billing Data.