SECTIONS
The Billing Central Task Launcher page groups data management and administration tasks into a single location. More features will be added to the Task Launcher in future releases.
Billing Central Tax Calculation Settings
Use the Billing Central Task Launcher to set up the Summary Tax Code used to calculate tax using Avalara AvaTax.
To grant access to the Billing Central Tax Calculations settings from the App Launcher, the custom permission "Billing Central Tax Calculation Settings" has been added to the "Billing Central - Tax - Tax Calculation Settings" permission set. If you are using custom permission sets, you will need to add the custom permission to the relevant permission set.
Default Document Text
Use the Billing Central Task Launcher to access the Default Document Text tab.
You can add additional information to billing documents in the form of rich text. You can add this information to billing documents manually, or you can specify the default information to be included on new billing documents.
For more information, see Adding Header and Footer Information to Billing Documents.
New Soft Date
Use the Billing Central Task Launcher to create soft dates. To access the New Soft Date link in the Billing Central Task Launcher, you must manually assign the Soft Date Layout - Lightning page layout to the appropriate user profiles in your org. For information about assigning page layouts to user profiles, see the Salesforce Help.
For more information about soft dates, see Soft Dates.
Scheduling Billing Jobs
Use the Billing Central Task Launcher to create a billing job to run at a particular interval. When the job runs, it creates billing documents for billing schedules that have not been billed where the billing date is on or before the date the job runs. For more information, see Creating Billing Jobs.