--- schema_version: "1" id: 985d1509d30b0ab76f58a8011a9f1bdce621c0186ef826890549f4bb081683b8 title: Guided Setup for Billing collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_guided_setup.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_guided_setup.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6be611b231868069d21a95d6c48e354de8f7f57329201a4658d6e09fe6f84b49 description: Admins can use the Billing Guided Setup for a ‌step-by-step guidance to complete key tasks that are required to set up Billing. products: - Revenue Cloud release: "264" --- # Guided Setup for Billing Admins can use the Billing Guided Setup for a ‌step-by-step guidance to complete key tasks that are required to set up Billing. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Revenue Management

The Billing Advanced Features setup assistant and the Payment Configurations setup assistant are available only with the the Revenue Management Billing license. Contact your Salesforce account executive for more information.

All the other setup assistants are available with the Revenue Management Advanced license or the Revenue Management Billing license.
## How It Works The guided experience is structured to help Billing admins complete each step sequentially, ensuring that the Billing setup is accurate and fully operational. The guided setup includes these setup assistants: - Billing Prerequisites—Set up billing users, assign relevant permission sets, and define billing rules for your products. This step makes sure that authorized personnel manage the billing operations according to clearly defined rules, which boosts both security and accuracy. - Tax Configurations—Set up the tax engine and configure tax policies to ensure accurate tax calculations and compliance with regional regulations. - Invoice Configurations—Schedule and manage invoice runs to streamline the invoicing process. - Accounting Configurations—Streamline the accounting process for your billing transactions by creating accounting periods and legal entity accounting periods. - Currency Conversion Configurations—View transaction amounts not only in the transactional currency but also in your corporate currency. Enable multiple currencies and Advanced Currency Management. Then, turn on the Billing feature to convert and store transaction amounts in your corporate currency. - Billing Advanced Features—Turn on the generation and email delivery of invoice documents. Manage the document template and email template that are used to generate and email invoice documents. You can also set up a chart of accounts for your legal entities, assign appropriate general ledger accounts to transaction journals, and automatically create dual transaction journals for your billing transactions. - Payment Configurations—Set up payment processing for your billing transactions. Configure native payment gateways, payment schedule policies, payment schedules, and related payment records. Then, schedule payment batch runs to process payments and apply them to invoices or invoice lines. ![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 For Salesforce orgs that are created in Winter ’26, the Configure Payment Gateways button in Step 7: Payment Configurations of the Billing Guided Setup, which redirects users to the Payment Gateway Configuration tab, is available by default. For Salesforce orgs that are created before Winter ’26, the Payment Gateway Configuration tab isn’t available by default. To fix this issue, [change the settings of the Payment Gateway Configuration tab to Default On](https://help.salesforce.com/s/articleView?id=platform.users_tab_visibility.htm&language=en_US). ## How to Do This From Setup, enter Billing Guided Setup in the Quick Find box, and then select the required setup assistant. #### See Also - [Assign Permissions to Access Billing Features](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.") - [Define Billing Policies and Billability Rules](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments.htm&release=264.0.0&type=5 "Define billing policies, treatments, and treatment items to generate invoices that suit your sales models. Specify product billability rule criteria to define whether you want to bill your products in advance or in arrears, whether specific products are billed, and other conditions.") - [Tax Calculation for Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_tax_configuration.htm&release=264.0.0&type=5 "Configure how taxes are calculated on the billing amounts of your taxable products or services, or import tax amounts calculated by an external system.") - [Automated Invoice Generation with Invoice Batch Runs](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_generation.htm&release=264.0.0&type=5 "Schedule invoice batch runs to automate invoice generation. These runs use Data Processing Engine to generate invoices.") - [Manage Accounting Periods in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_accounting_periods.htm&release=264.0.0&type=5 "Accounting periods help your company organize and monitor financial performance by defining specific time frames for business reports. Ensure accurate financial reporting and streamlined record-keeping by associating billing transactions to legal entity accounting periods.") - [Capture Transaction Amounts in Multiple Currencies](https://help.salesforce.com/s/articleView?id=ind.billing_transaction_amounts_corporate_currency.htm&release=264.0.0&type=5 "Manage multi-currency billing transactions by viewing amounts in transactional currency, functional currency, and corporate currency.") - [Turn On PDF Document Generation for Billing](https://help.salesforce.com/s/articleView?id=ind.billing_setup_document_generation.htm&release=264.0.0&type=5 "Before Billing can create PDF documents for invoices, invoice previews, account statements, and other custom documents, enable server-side and batch document generation, then turn on Document Generation in Billing Settings. Batch document generation is required to generate invoice PDF documents from an invoice batch run.") - [Turn On Email Delivery of Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_setup_email_delivery.htm&release=264.0.0&type=5 "Send emails with invoice information along with invoice PDF documents to your customers.") - [Manage Chart of Accounts and Transaction Journals in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger.htm&release=264.0.0&type=5 "Set up a chart of accounts for your legal entities by creating general ledger accounts. Assign appropriate general ledger accounts to transaction journals by setting up general ledger account assignment rules. Automatically generate dual transaction journals based on the configuration for the billing transaction type and criteria in the general ledger account assignment rule.") - [Process Payments and Issue Refunds in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.billing_payments.htm&release=264.0.0&type=5 "Complete your cash journey by making payments for posted invoices and issuing refunds when needed. Settle open invoice balances in a timely manner and accurately report cash flow by collecting and applying payments. Refund your customers if they change or cancel products or services that they paid for.")