---
schema_version: "1"
id: 3f8531c031201e9965eaeec0bc1a23c7e78905d2e88cab7decc8766f818035ab
title: Revenue | Get Account Billing Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_rev_get_account_billing_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_get_account_billing_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 245728aa4062c0c7c21abeea3939a15cf287af882a4635dc413eab23e78b3b26
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Get Account Billing Summary

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d19111e67">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19111e70">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d19111e67 ">To execute actions in Employee agents:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19111e70 ">
            <p>Billing Collections</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Recovery Specialist</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19111e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Employee Agent Access</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GetAccountBillingSummary</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Prompt</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Get Account Billing summary</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p><a href="https://help.salesforce.com/s/articleView?id=ind.rev_agent_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce for Revenue Cloud</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ind.billing_agentforce_billing_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Billing Employee Assistance</a></p>
            </td>

          </tr>
        </tbody>
      </table>

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.