View all billing activity in one place, track open balances in real time, and take action. Navigate complex billing arrangements with new related lists on Account and Invoice records. Accelerate dispute resolution with assisted case creation and real-time tracking via the Billing Operations Console.
- 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. - 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. - View All Billing Arrangement Relationships from Account and Invoice Records
View owned and billed billing arrangement relationships directly from the Invoice and Account records. On Account records, the Billing Schedule Groups Owned related list shows groups that an account owns, and the Billing Schedule Groups with Billing Arrangement related list shows groups where the account is the billing account in active billing arrangements. On Invoice records, the Related Invoices with Same Billing Arrangement related list shows that all invoices billed based on the same billing arrangement, making it easy to identify and go to related split invoices. - Manage Billing Inquiries Efficiently with Assisted Case Creation and Metrics
Empower your customer service representatives to initiate billing disputes directly on behalf of your customers to accelerate the service request intake process, turnaround, and resolution time. Get real-time notifications for new billing cases, view the list of recent billing cases for an account, and track case metrics on the Billing Operations Console. By using these enhancements, your customer service representatives can efficiently track and analyze billing case and dispute patterns, and also generate reports. Assisted case creation drives faster resolutions while also minimizing customer effort by handling the submission and tracking for them.