Getting Started with Billing Central

This section lists the information your administrator should read and work through when setting up a new installation of Billing Central. Your administrator must perform the Post Installation Tasks, and if required the Optional Setup Tasks. Your administrator can then perform the Initial Data Setup.

If you are upgrading to this release, see Upgrading to Billing Central Spring 2023.

Post Installation Tasks

Post Installation Task	Related Help Topic
Enable the Switch to Lightning Experience feature in Feature Console	Switch to Lightning Experience
Customize page layouts for Salesforce objects and Billing Central objects	Customizing Page Layouts
Grant access to fields that Billing Central adds to Salesforce objects	Field-Level Security
Assign permission sets	Permission Sets
Assign custom permissions	Custom Permissions
Customize the Billing Document object	Customizing the Billing Document object for use in Billing Central
Configure message delivery and billing document completion. This is essential to complete billing documents whilst preserving data integrity on billed contract lines.	Configuring Message Delivery and Billing Document Completion
If you are using Billing Central with Accounting, set up the Billing Document to Sales Invoice or Credit Note integration to create Accounting documents from billing documents.	Billing Document to Sales Invoice or Credit Note Integration.
Set up a job to automatically generate billing schedules	Setting up a Job to Generate Billing Schedules
Set up a job to automatically create billing documents	Creating Billing Jobs
Set up a job to automatically expire contracts	Setting up a Job to Expire Contracts

Optional Setup Tasks

Optional Setup Task	Related Help Topic
Set up your org to email billing documents	Setting up Document Email
Set up your org to print billing documents	Setting up Document Printing
Understand how Billing Central uses field sets for contracts and billing documents	Field Sets
Understand how Billing Central uses custom settings	Managing Custom Settings from Setup
Configure Billing Central to execute processes automatically	Billing Central Automation Overview
Configure consolidated invoicing	Consolidated Invoicing
Configure Billing Central to create contracts from either: Salesforce opportunities Salesforce orders	Setting up the Opportunity To Contract Feature Salesforce CPQ to Billing Central for Contracts
Set up analysis items for use in Billing Central	Using Analysis Items in Billing Central
Set up flexible billing features	Setting up Flexible Billing Features
Set up automatic creation of draft credit notes for refunds	Automatic Creation of Draft Credit Notes - Important Information
Set up Salesforce flows to call Apex actions	Custom Actions to Activate Contracts Custom Action to Renew Contracts Custom Actions to Place Contract Lines on Hold and Release Them for Billing

Initial Data Setup

Initial Data Setup Task	Related Help Topic
Create billing contacts for your customer accounts	Creating Billing Contacts
Create companies	Creating Companies
Set up credit terms	Using Billing Documents with Foundations Credit Terms
Set up tax	Setting up Tax
Create units of measure	Creating Units of Measure
Create soft dates	Soft Dates
Create products	Creating Products
Filter the product list	Filtering the Product List
Set up proration	Proration Policies