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Remove Billing Data

To prevent billing information from taking up too much storage in your org, use the Billing Data Trim setting to purge old billing statements.

To create a new Billing Data Trim Setting:

  1. From Setup, in the Quick Find box, enter Custom Settings.
  2. Click Custom Settings.
  3. Next to Billing Data Trim Setting, click Manage.
  4. Click New.
    The Billing Data Trim Setting Edit page.
  5. On the Billing Data Trim Setting Edit page, enter the following information:

    • Name is the setting name.

    • Trim Date is a cut-off date. All billing statements before this date are deleted from the system.

  6. Click Save.
    The Billing Data Trim Setting related list.