---
schema_version: "1"
id: d7a8879982cf290b6b96e0e50aa3a2ed00a0613fcadd808543872f2eca3a4deb
title: Billing Settlements Central
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_settlements_central.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_settlements_central.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aafbea86d59c953ba97a5607811148961c5dcf7e1be8ac25fbf51bfbe250f625
description: Access invoices, payments, credit memos, and debit memos with ease from a single console. Perform settlements and adjustments, track balances, and act from a single console. Reduce navigation, gain visibility into outstanding balances, and support efficient billing through in-context actions and customizable views.
products:
  - Revenue Cloud
release: "264"
---
# Billing Settlements Central

Access invoices, payments, credit memos, and debit memos with ease from a single console. Perform settlements and adjustments, track balances, and act from a single console. Reduce navigation, gain visibility into outstanding balances, and support efficient billing through in-context actions and customizable views.

### Required Editions

<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 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">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

![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 Starting Summer ’26, the Billing Settlements Central dashboard is included by default. For Salesforce orgs created in or upgraded to Summer ’26, your Billing admin must add the dashboard to the Billing app through the App Manager in Setup. Then, refresh the session by logging out and logging back in to the Salesforce org.

From the App Launcher, find and select **Billing**. From the navigation bar, click **Home**.

![Billing Settlements Central](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/revenue/images/billing/billing_billing_settlements_central.png)

## Billing Transaction Details and Summary

Access real‑time summaries of open invoices, credit memos, debit memos, and payments with high‑level visibility into outstanding balances.

Refine and personalize how the dashboard shows data by using these options.

- Currency filter: In multi-currency orgs, apply a currency ISO code to focus on transactions in a specific currency.
- Account filter: Filter at the account level to narrow down data across all dashboard components.

## Settlements and Adjustments

Get summary and detailed insights into your billing transactions. The Settlements and Adjustments section shows transactions by using the list views that you’ve created. The dashboard automatically reflects any new list view that you create for a record. You can review and act on individual records from the list. Use this section to:

- Review detailed lists of billing transactions.
- Apply filters to refine your data view.
- See an overview of all billing transaction details and act accordingly.
- Manage billing settlements and related adjustments efficiently.
- Navigate across invoices, payments, credit memos, and debit memos on a single page.

## Quick Actions

Perform billing tasks with visibility into all billing transactions, and save time by reducing visits to individual record pages. You can settle invoices and apply payments, create credit memos, or create debit memos all from Billing Settlements Central.

![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 To perform the quick actions, you need certain [permission sets](https://help.salesforce.com/s/articleView?id=ind.billing_permission_sets.htm&language=en_US&type=5).

To customize the Billing Settlements Central page layout, contact your Billing Admin. The admin can add, remove, or rearrange components to fit your team’s workflow. After making changes, log out and log back in to refresh your session and apply the updates.