Setting up Customer Accounts Setting up Billing Contacts Creating Companies Setting up Tax Calculation Using Avalara AvaTax Validate Addresses for Sales and Use Tax Calculation Create Units of Measure Create Soft Dates Create Products Create Billing Jobs Price Books Pricing Structures Price Book Structure Entries Setting up Opportunity to Contract Process Configuration Create Proration Policies Enabling Consolidated Invoicing in Feature Console Creating Consolidation Grouping Methods Creating Plans Choosing a Term Choose the Availability of the Plan. Add Products to the Plan Activate the Plan Creating a Contract from a Plan Creating a Contract Select the products, services or plans you want to add and edit them. Activating the Contract Select the products, services or plans you want to add and edit them. Renewing Contracts Creating a Change Request Creating a Draft Contract from an Opportunity Creating Billing Schedules from Contracts Creating Customer Usage Data Creating a Billing Job Creating a Billing Document from a Contract Creating a Billing Document Calculating Tax on a Billing Document using Avalara Completing a Billing Document Printing a Billing Document Emailing a Billing Document Editing a Billing Document Consolidating multiple billing documents into a single document.

Billing Central Overview

This section contains an overview of the flows through Billing Central for typical roles in an organization.

This flow shows typical steps that you need to carry out on your Salesforce org to get it ready for Billing Central.

Click a box in the diagram to display a corresponding topic. To return to this page, click this page in the Contents pane or breadcrumb, or click the back button on your browser.

Flow diagram showing the steps to set up Billing Central data on an org.
This flow shows typical steps that a sales manager might carry out in Billing Central to create plans and get them ready to sell.

Click a box in the diagram to display a corresponding topic. To return to this page, click this page in the Contents pane or breadcrumb, or click the back button on your browser.

Flow diagram showing the steps create and activate contracts.
This flow shows typical steps that a sales consultant might carry out in Billing Central to create and activate contracts.

Click a box in the diagram to display a corresponding topic. To return to this page, click this page in the Contents pane or breadcrumb, or click the back button on your browser.

Flow diagram showing the steps create and activate contracts.
This flow shows typical steps that a finance department might carry out in Billing Central to bill contracts and send out billing documents.

Click a box in the diagram to display a corresponding topic. To return to this page, click this page in the Contents pane or breadcrumb, or click the back button on your browser.

Flow diagram showing the steps to bill contracts.