View and manage customer billing information from a single page. Track billing transactions, generate and preview invoices, suspend and resume billing, create credit memos, and resolve billing inquiries. Get a complete view of the customer's billing status by accessing key billing actions, account details, and related account records.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
You can view the Account Summary and Unpaid Bills section by installing Billing Analytics and Timeline.
- If you've started using Billing from Summer ’25 or a later release, turn on Timeline and then turn on Billing.
- If you were already using Billing before Summer ’25, turn off Billing, turn on Timeline, and then turn on Billing again.
From the App Launcher, find and select Billing. From the navigation bar, click Account. Open any Account record to view all the required details.
Account Details and Summary
Gain valuable insights about a customer account from these sections.
- Customer Details: View and edit customer information such as account name, account owner, and billing address.
- Unpaid Bills: View the account’s invoice status and prioritize collections by using aging analytics information.
- Account Summary: View the account's net pending balance with totals for invoices, overdue amounts, and overall balance.
Account Billing History and Overview
Manage billing account interactions and account's related records with these details.
- Timeline: Shows a sequential view of billing transactions and engagement activities related to the account. Filter the timeline to view account activity based on date range and event type.
- Tabs: The various tabs show the account's billing details and related records. Access billing profiles, invoices, payments, credit memos, and all records associated with the customer's account in just a few clicks.
Quick Actions
Generate invoices, suspend and resume billing, create credit memos, and preview invoices from the account’s customer details section. From the billing profile section, create billing profiles.
You can view and create tasks, emails, and events, and log a call. Filter activities by date range, sort them by newest or oldest, and choose to show all activities or only the billing-related ones.