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.