---
schema_version: "1"
id: f1b9120c3a313c5db4825e7fb8c762946eff2b2708fb0585818a9d2eba418d5f
title: Revenue | Generate Payment Plan Details
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_revenue_get_payment_plan_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_get_payment_plan_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a6652cfe8db2fb42e3d70a19d3090a5032e4f89f3d7b7d921cd72499a0ef649
description: The Generate Payment Plan Details agent action returns the payment installment schedule for an invoice so that users can understand how an invoice is paid over time, including installment amounts, dates, and statuses.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Generate Payment Plan Details

The Generate Payment Plan Details agent action returns the payment installment schedule for an invoice so that users can understand how an invoice is paid over time, including installment amounts, dates, and statuses.

### 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 also requires the Flex Credits Metering add-on and the Usage Management add-on.</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To execute actions in Employee agents: | See [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5 "Control user access to specific Agentforce Employee agents with permission sets or profiles. In Agentforce Builder, use the Agent Access page. In the legacy Agentforce Builder, use the Agent Access tab.") |
| To run flows: | Run Flows |

## 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;">GeneratePaymentDetails</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;">Flow</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;">Generate Payment Plan Details</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;">No</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

- Invoice Reference – The invoice the user is asking about.

Output

- Payment Plan Summary – Installment details, including dates, amounts, and statuses.
- Is Successful – Boolean flag that indicates whether retrieval was successful.
- Error Message – String with error details if the action fails.

## Guidelines and Considerations

- The action returns results only for invoices that have an associated payment plan.
- If the invoice reference is incomplete or invalid, the subagent can request additional details.