Creating sales items for existing PSA clients

You can create sales items for an existing PSA client, even if billing information is not defined for that client. If no billing information is provided, sales items in Draft status are automatically generated for clients. For more information, see PSA billing automation.

When creating a sales item, if you select a client without billing information specified, you are prompted to provide billing information for the relevant client before proceeding with the creation of the sales item.

In addition, when editing an existing sales item, you cannot change the existing client assigned to the sales item to a client without billing information specified. Again, you are prompted to provide billing information for the relevant client before proceeding with the editing of the sales item.