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帳戶對帳單
帳戶對帳戶在指定期間內所有帳單活動的合併檢視。使用帳戶對帳單,以簡單易讀的單一對帳單提供客戶其交易和未償還餘額的完整概觀。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
帳戶對帳戶在指定期間內所有帳單活動的合併檢視。使用帳戶對帳單,以簡單易讀的單一對帳單提供客戶其交易和未償還餘額的完整概觀。
| 適用於:Lightning Experience |
| 提供版本:具有 Revenue Cloud Billing 授權的 Enterprise、Performance、Unlimited 及 Developer Edition。請連絡您的 Salesforce 帳戶主管以取得詳細資訊。 |
帳戶對帳單包含所選期間內所有相關的帳單交易,例如發票、付款、退款、貸項憑單和扣款憑單。除了交易詳細資料外,對帳單還包含帳戶摘要,其中顯示主要帳戶的目前未償還餘額,以及對帳單中包含的任何相關帳戶。
帳單提供預先設定的「帳戶對帳單」文件範本,此範本設定為預設。您可以透過兩種方式產生對帳單:

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