Billing Documents

Clicking the Billing Documents tab displays the Billing Documents home page where you can view a list of billing documents matching specific criteria, and perform actions such as creating and completing billing documents.
  • Click to open the List View drop-down menu, then select the list view you want. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • Use to manage your list views. Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • From the list, click a record's name to go to its detail.
  • To edit a value, hover over the field until appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using ClassicClosed Double-click the field, edit its value, then click Save.

What is a Billing Document?

A billing document contains an invoice or a credit note to enable you to bill or credit a customer. Each billing document must contain one or more billing document line items that contain the detail of an invoice or a credit note.

The Billing Document and Billing Document Line Item objects are core components of Foundations. Other Certinia applications use this object and add fields, buttons, and functionality to it.

For information about the functionality that Billing Central adds to the billing document, see the Billing Central Help.