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            Revenue | Get Account Billing Summary

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            Revenue | Get Account Billing Summary

            The Get Account Billing Summary agent action generates a comprehensive financial health overview for a specific account. This action identifies active disputes and collection plans while providing insights into payment history, expiring payment methods, and aging metrics to help prioritize collection efforts.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex Credits Metering add-on, and the Usage Management add-on.
            User Permissions Needed  
            To execute actions in Employee agents:

            Billing Collections

            AND

            Recovery Specialist
            See Manage Employee Agent Access.

            Action Details

            API Name GetAccountBillingSummary
            Reference Action Type Prompt
            Reference Action Get Account Billing summary
            Does this action execute one or more prompt templates? Yes
            Required Setup

            Set Up Agentforce for Revenue Cloud

            Set Up Billing Employee Assistance

            Input

            • Account Context – The account that the user is asking about.

            Output

            • Average Invoice Age - The average difference between the current date and the posting date for all non-zero balance invoices.
            • Next Payment Date - The upcoming payment date for open invoices.
            • Payment Method Alerts - Displays alerts to highlight payment methods nearing expiration and requiring attention.
            • Late Payment History - Provides trend indicators to reflect recent payment performance.
            • Open Disputes - The number of accounts and total monetary value currently under dispute.
            • Open Collection Plans - The number of active plans and the total amount pending for collections.
            • Open Opportunities - The total number and potential value of open deals in the sales pipeline.
             
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