Generating Billing Events for an Account

Professional Services Cloud

You can generate billing events, separated by project, for all projects that are linked to a single account by using:

  • The Generate Billing Events link on the account's record page.
  • The Projects Awaiting Billing tab, which is available from the App Builder if you have the correct permissions.

Contact your administrator if these are not available.

Notes:
  • If the Add BEIs to Existing Batches field is selected on the Account, new billing event items are added to the latest unreleased billing event, which is calculated from the billing event's Last Created Date field.
  • When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption supported fields to ensure matching results are found.