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            Communications | Get Invoice Details

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            Communications | Get Invoice Details

            Fetches and shows key invoice details, including invoice amount, billing date, due date, and payment date, for a given invoice number provided as input.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
            User Permissions Needed
            To use agent actions: Einstein for Communications
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name GetInvoiceDetails
            Reference Action Type Prompt
            Reference Action Get Invoice Details
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Communications Billing Resolution

            Get Invoice Details and Prompt Templates

            This agent action calls the Get Invoice Details prompt template for extracting the details for a specific invoice number using invoice number, amount, invoice date, due date, paid date, and invoice URL.

            Guidelines and Considerations

            • This action is a template containing example information. Customize it to your use case.
             
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