PSA invoices
PSA enables you to manage and track invoices you create for your customers.
You can:
- Generate new invoices for customers.
- Confirm payment of an invoice.
- Resend an invoice.
- Track the history of previously issued invoices.
- Download and/or export an invoice or invoice batch.
To access the Invoices module, in Management Portal go to Sales and billing > Invoices.
Only users with the administrator, director, finance, finance manager or sales roles can generate invoices.
Users assigned the client manager or client roles can only view and download invoices.