Adding existing PSA client billing information

Billing information ensures you can use PSA to bill and process service requests for your clients.

If billing information is not provided for a client, you cannot approve client tickets and time registrations, and you will be prompted when processing these tickets and requests to enter the information for the specified clients. Similarly, when creating a sales item, you will be prompted to complete billing information for the selected client if they do not have the information defined in PSA. See the relevant sections below for more information.

To add existing PSA client billing information

  1. Go to Organization > Clients.

  2. Click the ellipsis icon (...) next to the relevant client name, and select Add billing information.

  3. Complete the fields in the form.

    For more information about these fields, see Defining PSA billing information for a tenant.

  4. Click Add to complete the billing information setup.

    If you want to manage and have access to user phone numbers in the service desk, in the same Configure tab, click the General settings section and enable the Enable self-managed customer profile switch.

    When enabled, this option displays to both administrators and client users the relevant contact related fields, including phone numbers (and company contact and job title).

    For more information, see Configuring self-managed customer profile.