Manage All Billing Transactions from Billing Settlements Central

Get a unified view of all your billing transactions—invoices, payments, credit memos, and debit memos. Gain real-time visibility into open balances. Apply payments and credits, and settle invoices from the same interface.

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.

How: From the App Launcher, find and select Billing. Click Billing Settlements Central from the navigation bar.