Add the Invoice Aging for Account component to an Account or Order page in Lightning App
Builder. Sales reps and accounts receivable teams then see overdue invoices, aging buckets, and
average invoice age without opening individual invoice records.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with
the Revenue Cloud Billing license. Contact your Salesforce account
executive for more information.
|
| User Permissions Needed |
| To add the Invoice Aging for Account component: |
Customize Application |
| To view invoice aging summaries: |
Billing Admin permission set
OR
Billing Operations User permission
set
|
The Invoice Aging for Account component shows an aging summary of account invoices so that
sales reps and accounts receivable teams can prioritize collections. On an Order page, the
component shows aging data for the associated account. See Invoice Aging Summaries on Accounts and
Orders.
-
Open an Account or Order record.
-
From Setup, select Edit Page.
-
From the Lightning App Builder components palette, drag Invoice Aging for
Account onto the page canvas.
-
Save your changes, then activate the page.
-
To change the bucket duration, select Customize Bucket Size from the
actions menu on the Invoice Aging for Account component, enter a value
in the Days per Bucket field, and then save your changes.
