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Billing Document Fields

The Billing Document object is a core component of FinancialForce Enterprise Resource Planning (ERP). Other FinancialForce applications use this object and add fields, buttons and functionality to it. Here is a description of the fields on the Billing Document object.

FinancialForce Enterprise Resource Planning (ERP)

Here is a description of the Billing Document fields and buttons that are part of FinancialForce Enterprise Resource Planning (ERP).

Key: * – Mandatory field; R – Read-only in all contexts.

The number indicates the number of characters that are allowed in this text field, where appropriate.

Field Name			Description
Account	*		Salesforce Account to which this billing document relates. Note: Note The Billing and Shipping Address are initially set from the selected account. If you change the account for a draft billing document you are prompted to keep the existing billing and shipping address or update them to the billing and shipping address of the selected account.
Billing Account		255	Name of the account to appear on the billing document as the account being billed. Note: Note You can edit this field while the Status of the billing document is Draft however, changing the billing account does not change the billing address fields on the billing document.
Billing Address Validated			Indicates whether the Billing Address has been validated successfully against the addresses in Avalara Avatax
Billing Street			Billing address of this billing document. To view or edit these fields on the enhanced Billing Document Detail page, click Address Information.
Billing City		40
Billing State/Province		20
Billing Zip/Postal Code		20
Billing Country		40
Company			Company to which this billing document relates.
Completion Process Tracking	R		Lookup to the billing document completion status record to which the billing document currently relates.
Currency			Currency of the billing document. Note: Note If the billing document contains line items you cannot change the currency.
Customer Reference		255	External customer reference.
Date Issued			The date on which the billing document was sent to the customer.
Description		255	Description of the billing document.
Discount Total			The total discount of all billing document line items that belong to this billing document.
Document Date	*		Date on which the document was created.
Document Due Date			Date on which payment is expected.
Document Number			Number of the billing document.
Document Status			Status of the billing document. The status can be Draft, Complete or Discarded.
Document Total			Total value of all the billing document line items on this billing document to two decimal places.
Document Type	*		Indicates whether the document is an invoice or a credit note.
Footer Text			Rich textText that contains formatting, hyperlinks and URLs to images. to be included in the footer of the billing document PDFPortable Document Format. If you do not enter any text, the default text from the Default Document Text is used.
Header Text			Rich text to be included in the header of the billing document PDF. If you do not enter any text, the default text from the Default Document Text is used.
Net Total			The total net value of all billing document line items that belong to this billing document. This field shows the discounted total and is calculated using the formula: (Quantity x Unit Price) - Discount.
Number of Billing Document Line Items	R		Number of billing document line items associated with this billing document.
Related Document			Lookup to the related billing document or credit note. This field is populated when you convert an invoice billing document to a credit note billing document. The field is populated on both the original billing document and the credit note billing document
Reporting Document Total			Total value of all the billing document line items on this billing document based on the Document Type. If the document is an invoice, the value is the same as the Document Total. If the document is a credit note, the value is calculated using the formula: Document Total * -1.
Shipping Account		255	Name of the account to appear on the billing document as the Shipping Account. Note: Note While the Status of the billing document is Draft, you can edit this field, but this does not change the shipping address fields on the billing document.
Shipping Address Validated			Indicates whether the Shipping Address has been validated successfully against the addresses in Avalara Avatax.
Shipping Street			Shipping Address for this billing document. To view or edit these fields on the enhanced Billing Document Detail page, click Address Information.
Shipping City		40
Shipping State/Province		20
Shipping Zip/Postal Code		20
Shipping Country		40
Tax Value Total			The total tax value of all billing document line items that belong to this billing document.
Validated Billing Street	R		Validated billing address in Avalara Avatax..
Validated Billing City
Validated Billing State / Province
Validated Billing Zip / Postal Code
Validated Billing Country
Validated Shipping Street	R		Validated shipping address in Avalara Avatax.
Validated Shipping City
Validated Shipping State / Province
Validated Shipping Zip / Postal Code
Validated Shipping Country

Buttons

Button Name	Description
Delete	Enables you to delete draft billing documents.
Edit	Enables the fields for editing on the current billing document.

Billing Central

Here is a description of the fields and buttons that FinancialForce Billing Central adds to the Billing Document object.

Note: Note Notepad

Some fields and options are only available on the Salesforce Billing Document Detail page.

Key: * – Mandatory field; C– Only available on the Salesforce Billing Document Detail page; D – Editable when the status of the billing document is Discarded; E – Editable when the Status of the billing document is Complete.

The number indicates the number of characters that are allowed in this text field, where appropriate.

Field Name			Description
Contract			Lookup to the contract to which this billing document relates.
Contract Status	C	R	Formula field containing the status of the contract to which this billing document line item belongs.
Contract Type		R	Type of contract to which this billing document line item belongs.
Included in Contract Total Billed	C	R	Indicates whether the Total Value of the related billing document line items is included in the Total Billed field of the related contract line items.
Total Tax Value	C		Total value of all tax on the billing document.

Buttons

Key: B– Only available on the Enhanced Billing Document Detail page; C – Only available on the Salesforce version of the page; E – Displayed on the Email Billing Document page.

Button Name			Description
Address Information	B		Displays the Address Information popup on the enhanced Billing Document Detail page where you can view or edit the billing and shipping address of a billing document. You can also update the billing and shipping address with the billing and shipping address of the selected account. Note: Note You cannot change the Billing or Shipping Address of a Complete billing document. If the billing document is complete or not in edit mode, you can only view the address information.
Back			Returns to the billing document list without saving any changes.
Calculate Tax			Enables you to calculate tax for a draft billing document using Avalara Avatax. This replaces the tax codes on each billing document line item with the Summary Tax Code on the FFBC Tax Calculation Settings tab. This button is not shown when: The billing document has a status other than Draft A summary tax code has not been set up The tax calculation settings have not been configured correctly See FFBC Tax Calculation Settings Tab.
Cancel			Cancels the action.
Complete			Sets the status of the billing document to Complete. Once the billing document is complete, the draft watermark is no longer displayed when you print it.
Convert to Credit Note			Displays the Convert Invoices to Credit Notes page which enables you roll back complete billing documents generated during a billing run by converting billing documents of type Invoice to credit notes. See Converting Billing Documents to Credit Notes.
Discard			Enables you to discard billing documents from the Billing Document Detail page or list view. When you discard a draft billing document, the related billing document line items are deleted. In addition, the related billing schedules are deleted or the Billing Document Line Item field is cleared on related billing schedules. The action taken depends on the Delete Discarded Billing Doc Schedule field in the Billing Central custom setting. See Delete Discarded Billing Doc Schedule.
Document Text	B		Enables you to view and edit the header and footer text on a billing document using the Enhanced Billing Documents Detail page. The fields are available for editing when editing a billing document. You can also restore the defaults from the Default Document Text tab using this link. For information about default document text, see Adding Information to Billing Documents.
Edit with Enhanced Page	C		Displays the enhanced Billing Document Detail page in edit mode.
Email	B		Displays the Email Document popup, which enables you to confirm who you want to send the billing document to before sending it. The billing document is sent as an email with an Adobe PDF attachment.
Email Billing Document	C	E	Sends the billing document to the billing contact associated with the related customer account and sets the Issued Date to today's date.
Email PDF	C		Displays the Email Billing Document page where you can preview the billing document to be emailed and send it to a billing contact on the customer account. The billing document is sent as an email with an Adobe PDF attachment.
Preview Billing Document	C	E	Displays the billing document to be sent to the billing contact associated with the related customer account.
Print			Displays the billing document in Adobe PDFPortable Document Format format to enable you to print it or save as a PDF document. If the status of the document is not complete, a draft watermark is displayed on the billing document.
Related Credit Note	B		Displays the related credit note for a billing document of type Invoice. This link appears when there is a related credit note. For instance, if you are viewing an invoice billing document that was converted to a credit note, the link displays that credit note. Clicking the link opens the related credit note in the same page. Clicking the icon opens the related credit note in a new tab.
Related Invoice	B		Displays the related invoice for a billing document of type Credit Note. This link appears when there is a related invoice. For instance, If you are viewing a credit note billing document that was created from an invoice, the link displays that invoice. Clicking the link opens the related invoice in that same new tab. Clicking the icon opens the related invoice in a new tab.
Save			Saves the billing document.
Show / Hide	B		Shows or hides the field tips on the Create Billing Document page.
Columns: Reset Layout	B		Enables you to reset the columns on the enhanced Billing Document Detail page to the default layout.
Switch to Salesforce Detail page	B		Enables you to display the billing document using the Salesforce Detail page. To switch back to the enhanced page, click Edit with Enhanced Page or View on Enhanced Page.
View on Enhanced Page	C		Displays the enhanced Billing Document Detail page in view mode.
			Opens the related help topic.
	B		Expands / Collapses the Billing Document Detail pane.
	B		Indicates that the billing document line item has a description.
	B		Indicates that no description is set on the billing document line item.
	B		Maximizes / Restores the page in your browser window.
	B		Enables you to choose products to add to the billing document and enter a product name to filter the list of products. The Price Book drop-down list is shown if one or more price books are active on your Salesforce OrgSalesforce organization. If a price book is selected, a price is shown for each product in the drop-down list if there is one for the selected price book. Note: Note If you select a different price book, this has no effect on billing document line items that already exist on the billing document. Tip: Tip Long product names are truncated. To view the full product name, hover over that product in the list.

FinancialForce Accounting

Here is a description of the fields and buttons that FinancialForce Accounting adds to the Billing Document object.

Notes:

These fields and buttons are only available if they have been added to the billing document page layout and you are using the integration between Billing Central and Accounting.

If you want to check the posting status or retry posting a billing document and the enhanced Billing Central Billing Document Detail page is displayed, you must first switch to the Salesforce Detail page to do so.

Key: C – This field does not contain a value on billing documents of type credit note that were created by converting a billing document of type invoice to a credit note.

Field Name		Description
Accounting Company		Lookup to the FinancialForce Accounting company to which this billing document relates.
Accounting Tax Code		Lookup to the FinancialForce Accounting tax code to which this billing document relates.
Accounting Transaction	C	Lookup to the FinancialForce Accounting transaction to which this billing document relates.
Match Type		Match Type of the FinancialForce Accounting transaction to which this billing document relates.
Outstanding Value		Outstanding Value of the FinancialForce Accounting transaction to which this billing document relates.
Payment Status		Payment Status of the FinancialForce Accounting transaction to which this billing document relates.
Period		Lookup to the FinancialForce Accounting trading period to which this billing document relates.
Posting Error	C	Error that occurred while posting this billing document.
Posting Status	C	Posting status for this billing document. This can be: Posting – The billing document is currently being posted to FinancialForce Accounting. Posted – The billing document is successfully posted to FinancialForce Accounting. Error – An error occurred while posting the billing document to FinancialForce Accounting. Empty – The billing document completion process has not yet been started.
Year		FinancialForce Accounting year to which this billing document relates.

Buttons

Button Name	Description
Retry Post	Enables you to retry posting of complete billing documents to FinancialForce Accounting transactions on the billing document detail page or list view. You can use this button to manually post the billing document if it fails to post when a billing document is completed or converted to a credit note. Note: This button is only available for complete billing documents that could not be posted to Accounting transactions.

Button Name

Description

Retry Post

Enables you to retry posting of complete billing documents to FinancialForce Accounting transactions on the billing document detail page or list view. You can use this button to manually post the billing document if it fails to post when a billing document is completed or converted to a credit note.

Note:

This button is only available for complete billing documents that could not be posted to Accounting transactions.

Related Concepts

Billing Document

Enhanced Billing Documents Overview

Related Tasks

Billing for Usage

Adding Information to Billing Documents

Calculating Tax on Billing Documents

Creating Billing Documents

Completing Billing Documents

Editing Billing Documents