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客户报表
客户报表提供了客户在指定时间段内所有计费活动的合并视图。使用客户报表,在一份易于阅读的报表中为客户提供交易和未清余额的完整概览。

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客户报表提供了客户在指定时间段内所有计费活动的合并视图。使用客户报表,在一份易于阅读的报表中为客户提供交易和未清余额的完整概览。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited和具有 Revenue Cloud Billing 许可证的 Developer Edition。联系您的 Salesforce 客户主管了解更多信息。 |
客户报表包含所选期间内的所有相关开单交易,例如发票、付款、退款、贷项通知单和借项通知单。除了交易详细信息外,报表还包括一个客户汇总,显示报表中包含的主要客户和任何相关客户的当前未清余额。
开单会提供预配置的客户报表文档模板,并设置为默认值。您可以通过两种方式生成语句:

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