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Enhanced Billing Documents Overview

On the enhanced Billing Document Detail page you can view the Billing Document Details, and the products and services that form the billing document line items. You can also add, edit, and delete the billing document lines on the enhanced Billing Document Detail page. When you make changes to the billing document, the Document Total updates to reflect the changes.

Custom Buttons

Custom buttons are supported in the button bar. You might need to click the  icon to access buttons that cannot fit in the current window size.

Custom buttons to invoke Visualforce pages must be implemented using the workaround described in Invoking a Visualforce Page from a Custom Button because of a current platform issue.

Applying Price Books

If your products belong to active Salesforce Price Books, you can apply a price book to billing document line items if you create them from the enhanced Billing Document Detail page. For information about price books, see the "Prices and Price Books" topics in the Salesforce Help.

Resetting the Layout

To restore the default layout:

1. Click the settings icon .
2. Click Reset Layout in the Columns section.

Changing the Layout

You can change the layout of the billing document lines on the Billing Document Detail page in these ways:

• Move columns
• Sort by column
• Show or Hide columns

Moving Columns

To move a column:

1. Drag the heading of the column that you want to move.
2. Drop the column at the position you want. Two vertical arrows appear where you can drop the column:

   

Note:

Note

Fields specified in the Enhanced Billing Document Additional Fields field set for the Billing Document Line Item object are initially shown as columns in the order specified in the field set until you move them. Billing Central remembers the order of your columns.

Sorting by Column

To the sort the lines by column, do one of the following:

• Click the column that you want to sort on. The up arrow indicates that the lines are sorted in ascending order. The down arrow indicates that the lines are sorted in descending order.
• Hover over the column that you want to sort on, click the icon then select Sort Ascending or Sort Descending depending on whether you want to sort the lines in ascending or descending order.

Showing and Hiding Columns

To show or hide columns:

1. Hover over a column heading.
2. Click the icon.
3. Select Columns.
4. Select the checkboxes of the columns you want to display and clear the checkboxes of the columns you want to hide.

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