Use Generate Account Statement API to generate a single account statement that summarizes invoices, payments, credits, debits, and refunds of an account and its related accounts. Give customers a unified view of all billing activity in their account and its hierarchy. Automate the generation of these account statements by using the Generate Statement of Account invocable action in custom flows.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.