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Enhanced Billing Documents Overview

On the enhanced Billing Document Detail page you can view the Billing 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 on the enhanced Billing Document Detail page. When you make changes to the billing document, the Document Total updates to reflect the changes.

Price Books

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.

Resetting the Layout

To restore the default layout:

1. Click the settings icon .
2. Click Reset Layout in the Columns section.

Columns

You can change the layout of the billing document lines on the Billing Document Detail page in these ways:

• Filter by the product or service
• Move columns
• Sort by column
• Show or Hide columns.

Filtering by Product or Service

When viewing or editing a billing document, you can filter the list of products on the billing document by entering the first few characters of the product name in the Filter by Name box. To remove the filter, clear the Filter by Name box.

Moving Columns

To move a column:

1. Drag the heading of the column that you want to move.
2. Drop the column at the position you want. Two vertical arrows appear where you can drop the column:

   

Note:

Note

Fields specified in the Enhanced Billing Document Additional Fields field set for the Billing Document Line Item object are initially shown as columns in the order specified in the field set until you move them. Billing Central remembers the order of your columns.

Sorting by Column

To the sort the lines by column, do one of the following:

• Click the column that you want to sort on. The up arrow indicates that the lines are sorted in ascending order. The down arrow indicates that the lines are sorted in descending order.
• Hover over the column that you want to sort on, click the icon then select Sort Ascending or Sort Descending depending on whether you want to sort the lines in ascending or descending order.

Showing and Hiding Columns

To show or hide columns:

1. Hover over a column heading.
2. Click the icon.
3. Select Columns.
4. Select the checkboxes of the columns you want to display and clear the checkboxes of the columns you want to hide.

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