Reverse an Invoice & Billing Event

Cancel the Invoice and Revert the Billing Event

After running the End of Month process, there may be issues identified with an invoice such as wrong hours or bill rates. In order to fix this you will need to regenerate the invoice:

Navigate to the Billing Event that needs to be cancelled
Click on the 'Revert' button and confirm
1. The Billing Event will be deleted
2. If the associated Sales Invoice was not yet posted, it will be discarded
3. If the associated Sales Invoice was posted, a credit note will be created. You must post and match this credit note manually
With the Invoice cancelled and Billing Event reverted, make the required fixes to the timecards, milestones or expenses, then recreate the Billing Event and Invoice.

Note: If you receive an error when trying to revert a Billing Event "Cannot revert billing data because the related sales invoice and credit note are not equal in value." this can be overcome by setting the ffpsai__Override__c field on the Billing Event to true. However, if you do this, you must make sure to manually fix the accounting side (full match the incorrect Sales Invoice with Credit Note) as PSA will not do it for you.

Generate a single Billing Event and Invoice

This process should only be used after cancelling the invoice and reverting the Billing Event above:

Create a Billing Event

Click into the Project you wish to create a new invoice for
Click on the 'Project Billing' header > Generate Billing Events in the right-hand Actions menu
Fill in the relevant End Date (end of month date), untick 'Exclude Zero Amount Records, and click Next
Pick the relevant billable items for the new invoice
Click 'Generate'
On the newly generated Billing Event page, click 'Release' in the top-right corner to generate the Sales Invoice

Follow Step 5 from the End of Month Billing Process to post the invoice and send it to the Job Manager