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Add the Billing Schedule Details Component to a Group Page

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Add the Billing Schedule Details Component to a Group Page

Give billing operations and sales teams a timeline and summary metrics on the Billing Schedule Group page. In Lightning App Builder, drag Billing Schedule Details onto the page, then save and activate the page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license
User Permissions Needed
To add the Billing Schedule Details component: Customize Application
To view billing schedule timelines:

Billing Admin permission set

OR

Billing Operations User permission set

The Billing Schedule Details component shows summary metrics and a visual timeline of billing schedules in a billing schedule group. After you add the component, teams can evaluate billing outcomes and demonstrate complex billing from the Billing Schedule Group record. See Generated Billing Schedule Details.

  1. Open a Billing Schedule Group record.
  2. From Setup, select Edit Page.
  3. From the Lightning App Builder components palette, drag Billing Schedule Details onto the page canvas.
  4. Save your changes, then activate the page.
 
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