Communications | Get Invoice Details

Fetches and shows key invoice details, including invoice amount, billing date, due date, and payment date, for a given invoice number provided as input.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.

User Permissions Needed
To use agent actions:	Einstein for Communications
See Common User Access for Standard Agent Actions.

Action Details

API Name	GetInvoiceDetails
Reference Action Type	Prompt
Reference Action	Get Invoice Details
Does this action execute one or more prompt templates?	Yes
Required Setup	Agentforce for Communications Billing Resolution

Get Invoice Details and Prompt Templates

This agent action calls the Get Invoice Details prompt template for extracting the details for a specific invoice number using invoice number, amount, invoice date, due date, paid date, and invoice URL.

Guidelines and Considerations

This action is a template containing example information. Customize it to your use case.