---
schema_version: "1"
id: 9eed2cd8e617086cdcd132a9ed9a1f3e3dde3c2c68e9baae8c6c447f3ce6f602
title: Billing Account Overview
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_account_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_account_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9de927ca4e805df1aaf184544974742b794b90e6e1f575f72345dc7d97bc9727
description: 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.
products:
  - Revenue Cloud
release: "264"
---
# Billing Account Overview

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

<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 with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note

You can view the Account Summary and Unpaid Bills section by [installing Billing Analytics](https://help.salesforce.com/s/articleView?id=ind.revenue_intelligence_install_rev_intelligence_apps.htm&language=en_US) and [Timeline](https://help.salesforce.com/s/articleView?id=ind.timeline.htm&language=en_US).

- 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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note To perform the quick actions, you must have certain [permission sets](https://help.salesforce.com/s/articleView?id=ind.billing_permission_sets.htm&release=264.0.0&type=5 "Assign your users the required permission sets based on their persona, and for the APIs for which they need access.").

#### See Also

- [Create and Apply Credit Memos to Invoice Lines](https://help.salesforce.com/s/articleView?id=ind.billing_create_and_apply_credit_memos.htm&release=264.0.0&type=5 "Generate credit memos for an account and apply them to invoice and invoice lines that belong to the same account.")