ArticlesRetirement: Ability to Bill a Budget's Pre-Bill Amount

PS Cloud

The ability to collect a deposit by billing the pre-bill amount of a budget record is going to be retired from PSA in a future release. This is because the functionality is very limited and there are already alternatives such as billing via a miscellaneous adjustment (if roll-up to the pre-billed Actual is required) or billing via a milestone.

Customers should adopt an alternative way to collect a pre-bill amount. For example, by billing a miscellaneous adjustment or milestone.

To collect a pre-bill amount via a milestone, no further setup is required. Create and bill a milestone as usual. The value of this milestone will not be included in the pre-bill actual.

To collect a pre-bill amount via a miscellaneous adjustment, the following steps may be required (depending on your existing PSA configuration):

1. Edit the Configuration Option 'miscellaneousadjustmentcategories' to add a new configuration value of 'Pre-Billed Revenue'.
2. When designating a miscellaneous adjustment as a pre-billed amount, choose the 'Pre-Billed Revenue' transaction category.
3. Generate a billing event for the miscellaneous adjustment as usual.

Note that even if the pre-billed actual is populated, there is no other functionality in PSA to influence whether billing considers the value of any pre-billed amount. Therefore it is still a manual process to handle relevant billable records in order for pre-billed amounts to be considered a deposit which offsets future invoices.  

See the section "Retired Features and Functionality" in the topic "Upgrading to PSA Summer 2024". https://help.certinia.com/main/2024.3/Content/PSA/Release/UpgradeGuide/UpgradingFeatures.htm