InformationTitlePSA: How to Create Sales Credit Notes and Sales Invoices for Billing Events?URL NamePSA-How-to-Create-Sales-Credit-Notes-and-Sales-Invoices-for-Billing-EventsDetailsProduct AreaHelp Product AreaRelease VersionHelp Release VersionEnvironmentHelp EnvironmentProfessional Services AutomationAll VersionsAdditional NotesHelp Additional NotesSee Billing Events to Sales Invoices or Credit Notes Note: Billing Events with a positive Summary Amount will generate a Sales Invoice, and Billing Events with a negative Summary Amount will generate a Sales Credit Note. See Reverting Billing Data for Invoiced Billing EventsProcedureHelp ProcedureOptions to create a Sales Credit Note or Sales Invoice for a Billing Event that has NOT been invoiced: Manually, by clicking Create Sales Invoice or Credit Notes on the billing event record page. For more information, see Creating a Sales Invoice or Credit Note from a Single Billing Event. Manually, by selecting multiple billing events on the Billing Events Awaiting Release page and clicking Release and Invoice. For more information, see Creating Sales Invoices and Credit Notes from Billing Events Awaiting Release. Manually, by selecting multiple billing events on the Billing Events Awaiting Invoicing page and clicking Create Sales Invoices and Credit Notes. For more information, see Creating Sales Invoices and Credit Notes from Billing Events Awaiting Invoicing. Manually, by selecting multiple records on the billing event list view and clicking Create Invoices/Credits. For more information, see Creating Multiple Sales Invoices and Credit Notes from Billing Events. Automatically, by scheduling a background process. For more information, see Scheduling the Billing Events to Sales Invoices or Credit Notes Flow. Automatically, by selecting Automatically Pass to Accounting on a billing event record (for more information, see How Does the Automatically Pass to Accounting Functionality Work?). Options to create a Sales Credit Note or Sales Invoice for a Billing Event that has already been invoiced: Click Revert Billing from the Billing Event record, or from the Invoiced Billing Events tab after selecting one or more Billing Events: If the Sales Invoice or Sales Credit Note for the Billing Event is in "Complete" status, the reversing credit note or invoice document will be created and the Billing Event will be deleted. Business records (timecard splits, expenses, milestones, miscellaneous adjustments, and budgets) in PSA become eligible for billing again.If the Sales Invoice or Sales Credit Note for the Billing Event is in "In Progress" status, the document will be discarded and the Billing Event will be deleted. Business records (timecard splits, expenses, milestones, miscellaneous adjustments, and budgets) in PSA become eligible for billing again. In this case, the reversing Accounting document, either Sales Credit Note or Sales Invoice, must manually be created. ObjectiveHelp ObjectiveCreate a Sales Credit Note or Sales Invoice for a Billing Event that has NOT been invoicedCreate a Sales Credit Note or Sales Invoice for a Billing Event that has already been invoiced
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