On the enhanced Billing Document Detail page you can view the 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. When you make changes to the billing document, the Document Total updates to reflect the changes.
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
The Status of the billing document is shown as a colored badge:
The Additional Fields section 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.
Click the Additional Fields section heading to view or edit the additional billing document fields.
The relationship of related object fields is indicated in the Additional Fields section 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 section 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 section 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.
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.
To restore the default layout:
.To change the layout of the billing document lines on the Billing Document Detail page you can:
To filter the lines by a particular value in a column:
icon.
is displayed alongside selected values.A
is displayed next to Filters when the column has active filters.
To clear all filters for a column, click Filters. The
is removed from the column. To clear an individual filter, click the relevant value. The
is removed from the selected value.
The typeface of column headings to which you've applied filters changes to bold italic to indicate that a filter is applied to that column.
To move a column:

To the sort the lines by column, do one of the following:
indicates that the lines are sorted in ascending order. The down arrow
indicates that the lines are sorted in descending order.
icon then select
Sort Ascending or
Sort Descending depending on whether you want to sort the lines in ascending or descending order.To show or hide columns:
icon.Related Concepts
Billing Events Integration Overview
Related Tasks
Adding Information to Billing Documents
Calculating Tax on Billing Documents Using FinancialForce
Calculating Tax on Billing Documents Using Avalara AvaTax
Converting Billing Documents to Credit Notes
Editing the Billing and Shipping Address
Reference