Viewing Billing Documents

To view a billing document:

  1. Click the Billing Documents tab.
  2. Select the Document Number of the billing document you want to view.

If you want to expand or collapse the Billing Document Detail pane, click Expand Details Pane Icon or Collapse Details Pane Icon depending on whether you want to expand or collapse the pane.

Tax Codes

To view the tax codes on a billing document line item, click the Tax Value Total for that billing document line item. See the Help topics about calculating tax on billing documents for information about how tax is calculated on billing document line items.

Additional Fields

The Additional Fields tab shows the fields in the Billing Document Enhanced Billing Document Additional Fields field set. The fields in the Billing Document Line Item Enhanced Billing Document Additional Fields field set are shown as columns initially in the order specified in the field set. See Enhanced Billing Document Additional Fields.

Notes: Notes Notepad
Your administrator may have specified different field sets in the Billing Central Settings custom setting. See Enhanced Billing Doc Field Set and Enhanced Billing Doc Line Field Set.
Fields that are already displayed as part of the enhanced Billing Document Detail page are not displayed on the Additional Fields tab.
The Additional Fields tab is hidden if there are no supported additional fields in the Enhanced Billing Document Additional Fields field set or the field set defined in the Enhanced Billing Doc Field Set custom field of the Billing Central Settings custom setting.
You cannot edit system fields or fields that you do not have edit permissions for on the Additional Fields tab.
Adding custom fields that require a unique value is not supported.

Click the Additional Fields tab to view or edit the additional billing document fields.

The relationship of related object fields is indicated on the Additional Fields tab by ">".

When editing a billing document, you cannot edit additional fields that are related object fields, formulas, or roll-up summaries. Additional fields that are related object fields, formulas, or roll-up summaries are not updated while editing billing documents. For instance, if the Additional Fields tab contains a field from a related object such as Account and you update the account on the enhanced Billing Document Detail page, the version of that field in the Additional Field tab is not updated while you are editing it.

To edit an additional field on a billing document line while editing a billing document or creating a new one, select the value you want to change or tab to it using your keyboard.

Related Concepts

Enhanced Billing Documents Overview

Billing Document

Related Tasks

Billing for Usage

Creating Billing Jobs

Adding Information to Billing Documents

Creating Billing Documents

Calculating Tax on Billing Documents Using FinancialForce

Calculating Tax on Billing Documents Using Avalara AvaTax

Completing Billing Documents

Converting Billing Documents to Credit Notes

Editing Billing Documents

Editing the Billing and Shipping Address

Deleting Billing Documents

Discarding Billing Documents

Emailing Billing Documents

Printing Billing Documents

Reference

Billing Document Fields

Billing Document Line Item Fields

Default Document Text Fields

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