Get a consolidated view of all billing transactions for an account and its related accounts by using the Generate Account Statement quick action. You can create account statements directly from Account records, apart from using the Generate Account Statement API.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To generate account statements, you need the Billing Admin or the Billing Operations User permission set.
How: From the App Launcher, find and select Accounts. Open an Account record, and click Generate Account Statement.