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Customizing the Billing Document object for use in Billing Central

The Billing Document custom object is owned by Enterprise Resource Planning (ERP) so you must make the following modifications manually:

1. From Setup, click Create | Objects.
2. Click the Billing Document custom object.
3. Click Edit.
4. Select the Allow Search checkbox.
5. Click Save.
6. In the Search Layouts section, click Edit next to the Billing Documents List View.
7. Move Convert to Credit Notes, Complete, and Discard from the Available Buttons list to the Selected Buttons list.
8. Click Save.

Setting the Primary Compact Layout

If you are using Salesforce Lightning Experience and the Lightning record pages supplied with Billing Central, you need to manually set the primary compact layout on the Billing Document and Billing Document Line Item custom objects.

When editing the Billing Document custom object:

1. In the Compact Layouts section, click Compact Layout Assignment.
2. Click Edit Assignment, then select Billing Document Compact Layout as the primary compact layout.
3. Click Save.

When editing the Billing Document Line Item custom object, set the Billing Document Line Item Compact Layout as the primary compact layout.

See the Salesforce Help for more information about managing custom objects.

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