---
schema_version: "1"
id: 9d504f54917cfe08363dc090933896672655e44582f946dfa0522d222006ab04
title: Summarize Billing Transactions in a Statement of Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_billing_account_statement.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_account_statement.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f3ebee5b28d3fe032ce59a33b69a75e6c1bf1c74872ba0e7092a687b19c46c5
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Summarize Billing Transactions in a Statement of Account

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**.

#### See Also

- [_Salesforce Help_: Statement of Account](https://help.salesforce.com/s/articleView?id=ind.billing_account_statement.htm&language=en_US)
- [_Revenue Cloud Developer Guide_: Generate Account Statement API](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_generate_statement_of_account.htm)