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客户和订单的发票帐龄汇总
查看客户发票的过期摘要,以便销售代表和应收账款团队确定收款的优先级,而无需打开每张发票。客户的发票帐龄组件在客户和订单页面上显示发票计数、过期发票、帐龄存储桶以及平均和最大发票帐龄。
查看客户发票的过期摘要,以便销售代表和应收账款团队确定收款的优先级,而无需打开每张发票。客户的发票帐龄组件在客户和订单页面上显示发票计数、过期发票、帐龄存储桶以及平均和最大发票帐龄。
| 适用于:Lightning Experience |
| 适用于:具有 Revenue Cloud Billing 许可证的 Enterprise、Unlimited 和 Developer Edition。联系您的 Salesforce 客户主管了解更多信息。 |
客户发票帐龄组件显示客户发票的帐龄汇总,以便销售代表和应收账款团队可以识别过期发票,而无需查看单个记录。要查看汇总,您需要开单管理员或开单操作用户权限集。Salesforce 管理员在 Lightning 应用程序生成器中添加组件。请参阅将客户的发票帐龄添加到客户或订单页面。
该组件在客户和订单记录页面上可用。在订单页面上,显示关联客户的老化数据。该组件包括:
默认情况下,老化存储桶使用 30 天的增量:少于 30 天、30 到 60 天、60 到 90 天和超过 90 天。Salesforce 管理员可以更改存储桶持续时间,以匹配业务需求。

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