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开单客户概览
从单个页面查看和管理客户开单信息。跟踪开单交易,生成和预览发票,暂停和恢复开单,创建贷项通知单,并解决开单查询。通过访问关键计费操作、客户详细信息和相关客户记录,全面了解客户的计费状态。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
从单个页面查看和管理客户开单信息。跟踪开单交易,生成和预览发票,暂停和恢复开单,创建贷项通知单,并解决开单查询。通过访问关键计费操作、客户详细信息和相关客户记录,全面了解客户的计费状态。
| 适用于:Lightning Experience |
| 适用于:具有 Revenue Cloud Advanced 许可证或 Revenue Cloud Billing 许可证的 Enterprise、Performance、Unlimited 和 Developer Edition |
通过安装 Billing Analytics 和时间线,您可以查看“客户汇总”和“未付账单”部分。
从应用程序启动程序中,查找并选择“计费”。从导航栏中,单击 ⁇ 客户。打开任何客户记录,以查看所有必填详细信息。
从这些部分获取有关客户客户的宝贵见解。
使用这些详细信息管理开单客户交互和客户的相关记录。
从客户的客户详细信息部分生成发票、暂停和恢复开单、创建贷项通知单并预览发票。从开单简档部分,创建开单简档。
您可以查看和创建任务、电子邮件和事件,并记录呼叫。按日期范围筛选活动,按最新或最旧排序,并选择显示所有活动或仅显示与开单相关的活动。

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