Billing Document Fields

The Billing Document object is a core component of Foundations. Other Certinia applications use this object and add fields, buttons, and functionality to it.

Here is a description of the fields that PSA adds to the Billing Document object for use with the Billing Events integration.

Field Name	Description
Billing Event	Lookup to the PSA Billing Event from which this billing document was created.
Billing Event Correlation ID	A unique ID used internally to correlate messages between the billing event and billing document.
Project	The project on the associated billing event.

For more information about the Billing Document object, see Billing Document Fields.

Tasks

Creating Billing Documents for Billing Events

Setting up a Scheduled Job to Create Billing Documents

Reference

Create Billing Documents Batch Fields

Create Billing Documents Batch Settings

Billing Document Line Item Fields

Billing Document Fields

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