Provides a detailed, easy-to-understand explanation of a specific invoice line,
including the purpose of the charge, the billing reason, and the calculation method.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions with the Revenue Cloud Billing license with the
Agentforce Employee Agent add-on. When accessed through Experience Cloud, it also
requires the Agentforce Service Agent add-on. Contact your Salesforce account
executive for more information. |
Action Details
| API Name |
InvoiceLineExplanation |
| Reference Action Type |
Prompt Template |
| Reference Action |
Explain Invoice Line |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Setup Agentforce for Revenue |
Summary
The Explain Invoice Line action provides a detailed, easy-to-understand explanation for a
specific invoice line. Use this action to get a breakdown of any charge; understand its
calculation with clear categorization for recurring, one-time, or usage-based items; and view a
complete breakdown that includes hidden components, such as proration, credits, and taxes.
