To view the invoice risk scores and levels, turn on predictive risk score for invoices.
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 |
| User Permissions Needed | |
|---|---|
| To turn on predictive risk scoring for invoices: | Billing Admin permission set |
Note Invoice Risk Scoring is a pilot or beta service that is subject to the Beta Services
Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement
if executed by Customer, and applicable terms in the Product Terms
Directory. Use of this pilot or beta service is at the Customer's sole
discretion.
- From Setup, use the Quick Find box to find and select Billing Settings.
- Turn on Predictive Risk Scoring for Invoices.
After you turn on this setting, you can configure the scoring framework to calculate the predictive risk levels for invoices.