Gli estratti conto consolidano l'attività di fatturazione degli account in un periodo di tempo in modo che i clienti vedano le transazioni e i saldi in sospeso in un unico estratto conto.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile in: Enterprise Edition, Unlimited Edition e Developer Edition con licenza Revenue Cloud Billing. Per ulteriori informazioni, rivolgersi al responsabile account Salesforce. |
Utilizzare gli estratti conto per offrire ai clienti una panoramica completa delle transazioni e dei debiti. È possibile generare un estratto conto da un record account, rivedere come vengono visualizzati gli importi nel PDF o integrare la generazione utilizzando API e flussi.
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