Add billing self-service capabilities to any Experience Cloud site that uses Lightning
Web Runtime (LWR) templates, including a site that you build yourself. Drag the Posted Invoices,
Invoice Line Viewer, Self-Service Payment Sheet, Self-Service Payment Confirmation, and Manage
Saved Payment Methods components onto your pages so that customers can view invoices, pay
outstanding balances, and manage their saved payment methods from your own branded site.
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 use the Billing self-service components in an Experience Cloud site: |
Billing Experience Cloud User permission set |
The Self-Service Billing
Portal template gives you a ready-to-use site. These components add the same billing
capabilities to any LWR site, including the Build Your Own (LWR) template.
These components are available in the components palette, under the
Layout section, in Experience Builder.
- Posted Invoices: shows a list of posted invoices for the current user's
account.
- Invoice Line Viewer: shows the line items of an invoice.
- Self-Service Payment Sheet: shows the payment methods available for an invoice,
including saved payment methods. Customers can also add a new payment method, save it for
future use, and then submit a payment.
- Self-Service Payment Confirmation: shows whether a payment that a customer submitted
from the Self-Service Payment Sheet succeeded.
- Manage Saved Payment Methods: shows customers their saved payment methods so that
they can add or delete a saved payment method and set a default.
Add a Billing Component to Your Page
-
In Experience Builder, open the page where you want to add the component.
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In the components palette, under Layout, find the component that
you want to add.
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Drag the component onto your page.
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Configure the component's properties.
Required fields vary by component.
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Publish your site for the changes to take effect.