The Get Account Billing Summary agent action generates a comprehensive financial health overview for a specific account. This action identifies active disputes and collection plans while providing insights into payment history, expiring payment methods, and aging metrics to help prioritize collection efforts.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on. |
| User Permissions Needed | |
|---|---|
| To execute actions in Employee agents: |
Billing Collections AND Recovery Specialist |
| See Manage Employee Agent Access. |
Action Details
| API Name | GetAccountBillingSummary |
| Reference Action Type | Prompt |
| Reference Action | Get Account Billing summary |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup |
Input
- Account Context – The account that the user is asking about.
Output
- Average Invoice Age - The average difference between the current date and the posting date for all non-zero balance invoices.
- Next Payment Date - The upcoming payment date for open invoices.
- Payment Method Alerts - Displays alerts to highlight payment methods nearing expiration and requiring attention.
- Late Payment History - Provides trend indicators to reflect recent payment performance.
- Open Disputes - The number of accounts and total monetary value currently under dispute.
- Open Collection Plans - The number of active plans and the total amount pending for collections.
- Open Opportunities - The total number and potential value of open deals in the sales pipeline.