---
schema_version: "1"
id: 1b045745a46ddf65c2dce82de4fbabe715de626742138cd3eaa6252caac4f81c
title: Agentforce for Billing Employee Assistance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_agentforce_billing_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_agentforce_billing_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 844b688c1aa289b4e530039ba8a88791500713e7f651cdce9435dece3404383e
description: When internal finance or billing teams need clarity on billing data for customer accounts, Billing Employee Assistance gives them a conversational way to understand charges and retrieve billing information. Employees can ask questions about invoice charge explanations, payment plans, outstanding account balances, or upcoming payment due dates. They get clear explanations powered by generative AI, without navigating multiple billing records or systems.
products:
  - Revenue Cloud
release: "264"
---
# Agentforce for Billing Employee Assistance

When internal finance or billing teams need clarity on billing data for customer accounts, Billing Employee Assistance gives them a conversational way to understand charges and retrieve billing information. Employees can ask questions about invoice charge explanations, payment plans, outstanding account balances, or upcoming payment due dates. They get clear explanations powered by generative AI, without navigating multiple billing records or systems.

### Required Editions

Billing Employee Assistance is designed for internal users, such as:

- Finance or Billing operations teams who frequently track payments and monitor outstanding invoices for customer accounts.
- Customer service teams who handle inquiries that require fast and accurate billing information.
- Collections specialists who need immediate insight into outstanding invoices or upcoming payments.

Use Billing Employee Assistance to:

- Accelerate internal inquiry handling by giving teams direct conversational access to billing data.
- Reduce context switching by viewing invoices, payments, and balances in one place.
- Improve billing clarity and transparency through consistent explanations of line items and charges.
- Enhance operational efficiency by eliminating manual record navigation and repetitive lookup steps.

Billing Employee Assistance runs inside your Salesforce org and uses your existing Agentforce Revenue Management Billing data to answer billing questions. When an internal user needs information, such as an explanation for a specific invoice line, the customer’s outstanding balance, or the next payment due, they can open Agentforce and ask a question in natural language.

The agent uses generative AI with real-time billing data retrieved through supported flows to return concise, plain language explanations. It can summarize invoice charges, list payment plan details, generate or retrieve invoice documents, and surface key account information to help employees resolve questions quickly and accurately.

<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 <span>Revenue Management</span> 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" title="Your Revenue Management (formerly Revenue Cloud)license determines the functional areas, solutions, and Billing features available in your Salesforce org.">the Revenue Cloud Billing license</a> with the Agentforce Employee Agent add-on.</td></tr></tbody></table>

To review the billing considerations for Billing Employee Assistance, see [Considerations for Agentforce in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.qocal_agentforce_considerations.htm&language=en_US).

- **[Set Up Billing Employee Assistance](https://help.salesforce.com/s/articleView?id=ind.billing_agentforce_billing_agent_setup.htm&release=264.0.0&type=5)**  
    To use additional Billing features, turn on the required features and assign permissions.
- **[Subagent: Invoice Line Explanation](https://help.salesforce.com/s/articleView?id=ind.rev_agent_billing_topic_invoice_line_explanation.htm&release=264.0.0&type=5)**  
    Help users understand their invoice lines by providing detailed explanations of each charge, including the reasons and calculation methods.
- **[Subagent: Billing Collections Management](https://help.salesforce.com/s/articleView?id=ind.rev_agent_topic_billing_collections_management.htm&release=264.0.0&type=5)**  
    Use Agentforce to help teams quickly assess and act on customer account health. The Billing Collections Management subagent provides an at-a-glance view of financial standing, highlighting high-risk invoices based on payment history, disputes, and outstanding balances, along with recommended next actions.
- **[Subagent: Billing Inquiries](https://help.salesforce.com/s/articleView?id=ind.rev_agent_topic_billing_inquiries.htm&release=264.0.0&type=5)**  
    Use Agentforce to help internal teams quickly access and understand key billing information. The Billing Inquiries subagent answers questions about account balances, payment plans, upcoming payment dates, invoice details, and downloadable invoice documents. Users can ask about an account or a specific invoice, and the agent automatically identifies the right billing flow to run. The subagent consolidates information from Revenue Management Billing so teams can resolve billing questions efficiently and confidently.