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Creating Billing Documents

You can create an invoice or credit note by creating a billing document:

1. Click the Billing Documents tab.
2. Click New or New Billing Document.
3. Select the type of document you are creating.
4. [Optional] If you want to change the default header and footer text that is to appear on the document:
   1. Click Document Text.
   2. Enter the header text for the document in the Header Text box.
   3. Enter the footer text for the document in the Footer Text box.
   4. Add the formatting you want using the toolbar above each box.
      Tip:

      Tip

      

      If you want to reset the text to the default text and formatting on the Default Document Text tab, click Restore Defaults. For information about default billing document text, see Adding Information to Billing Documents.
   5. Click Update.
5. Select the Account to which this document relates.
6. [Optional] If you want to change the default Billing and Shipping Address copied from the account:
   1. Click Address Information.
   2. Edit the Billing and Shipping Address in the popup that appears.
      Tip:

      Tip

      

      If you want to restore an address from the selected account, click the restore icon in the heading of the address you want to update.
   3. Click Update.
7. Select the Contract to which this document relates.
8. Enter the date on which the document was created in the Document Date field.
9. Enter the date on which payment is expected in the Document Due Date field.
10. Enter the date on which the document was issued.
11. Enter the Currency of the document.
12. Select the Company to which this document relates.
13. [Optional] Enter an external customer reference number.
14. Enter a Description for the document.
15. Select the products you want to add to the billing document:
    1. [Optional] If the Price Book drop-down list is shown, select the price book that you want to obtain the default Unit Price from.
    2. Select the product you want from the Add Product drop-down list.
       Tips:

       Tips

       

       If you cannot see the product you want to add, type the first few characters of the product to filter the list.

       If a Price Book is selected, the drop-down list shows the default price for each product in that price book for the selected currency. The selected Price Book provides a default Unit Price. Unit Prices for existing billing document line items are not updated if you select a different Price Book after adding them.

       Long product names are truncated. To view the full product name, hover over that product in the list.
    3. Enter a Unit Price.
    4. Enter a Quantity.
    5. [Optional] If you want to add a description, click the description icon or , enter the description you want then click Update.
    6. [Optional] Complete the remaining fields.
    7. Repeat these steps for each product that you want to add to the billing document.
16. Click Save.

If the billing document contains invalid values, the fields that contain invalid information are highlighted. If this occurs, hover over the field for information about the problem:

Salesforce

To create a billing document:

1. Click the Billing Documents tab.
2. Click New or New Billing Document.
3. Select the type of document you are creating.
4. Select the Account to which this document relates.
5. [Optional] Edit the default Billing and Shipping Address copied from the account.
6. [Optional] If you want to change the default header and footer text that is to appear on the document:
   1. Enter the header text for the document in the Header Text box.
   2. Enter the footer text for the document in the Footer Text box.
   3. Add the formatting you want using the toolbar above each box.
      Tip:

      Tip

      

      For information about default billing document text, see Adding Information to Billing Documents.
7. Enter the date on which the document was created in the Document Date field.
8. Enter the date on which payment is expected in the Document Due Date field.
9. Enter the date on which the document was issued.
10. Enter the Currency of the document.
11. Select the Company to which this document relates.
12. [Optional] Enter an external customer reference number.
13. Enter a Description for the document.
14. Complete the remaining fields.
15. Click Save.

Before you can complete a billing document, it must contain one or more billing document line items.

To add a billing document line item:

1. Click New Billing Document Line Item in the Billing Document Line Items related list.
2. Enter the Product or Service to which this billing document line item relates.
3. Enter the price of one item in the Unit Price field.
4. Enter the quantity of items.
5. [Optional] Enter a Description of the item.
6. Click Save.
7. Repeat these steps for each billing document line item you want to add to the billing document.

View Tutorial

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