Manage billing inquiries and disputes through a standardized, end-to-end dispute management process. Install pre-built service process templates easily from the Unified Catalog. Billing specialists or customer service representatives can initiate cases, and quickly capture, validate, and resolve common inquiries, all from a single catalog. Billing portal users can raise service requests through the self-service portal.
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.
Who: To install and deploy service process templates, you need these permissions:
- UnifiedCatalogAdminPsl permission set group
- Unified Catalog Admin permission set
- Omnistudio Admin permission set
- Billing Admin permission set
To manage billing inquiries and resolve disputes, you need the Billing Operations User or the Billing Customer Service User permission set.
To use the Self-Service Billing portal, your users need these permissions:
- UnifiedCatalogCommunityUserPsl permission set group
- Unified Catalog Community User permission set
- Omnistudio User permission set
- Billing Experience Cloud User permission set
How: In Setup, find and select All Sites. Click New, select the Self-Service Billing Portal template, and customize it as necessary by using these service process templates.
- Suspend Billing
- Update Bill To Contact on Invoice
- Invoice Charge Dispute
- Extend Invoice Due Date
- Other Billing Inquiries