Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Billing Settlements Central

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Revenue Management

            Billing Settlements Central

            Access invoices, payments, credit memos, and debit memos with ease from a single console. Perform settlements and adjustments, track balances, and act from a single console. Reduce navigation, gain visibility into outstanding balances, and support efficient billing through in-context actions and customizable views.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
            Note
            Note Starting Summer ’26, the Billing Settlements Central dashboard is included by default. For Salesforce orgs created in or upgraded to Summer ’26, your Billing admin must add the dashboard to the Billing app through the App Manager in Setup. Then, refresh the session by logging out and logging back in to the Salesforce org.

            From the App Launcher, find and select Billing. From the navigation bar, click Home.

            Billing Settlements Central

            Billing Transaction Details and Summary

            Access real‑time summaries of open invoices, credit memos, debit memos, and payments with high‑level visibility into outstanding balances.

            Refine and personalize how the dashboard shows data by using these options.

            • Currency filter: In multi-currency orgs, apply a currency ISO code to focus on transactions in a specific currency.
            • Account filter: Filter at the account level to narrow down data across all dashboard components.

            Settlements and Adjustments

            Get summary and detailed insights into your billing transactions. The Settlements and Adjustments section shows transactions by using the list views that you’ve created. The dashboard automatically reflects any new list view that you create for a record. You can review and act on individual records from the list. Use this section to:

            • Review detailed lists of billing transactions.
            • Apply filters to refine your data view.
            • See an overview of all billing transaction details and act accordingly.
            • Manage billing settlements and related adjustments efficiently.
            • Navigate across invoices, payments, credit memos, and debit memos on a single page.

            Quick Actions

            Perform billing tasks with visibility into all billing transactions, and save time by reducing visits to individual record pages. You can settle invoices and apply payments, create credit memos, or create debit memos all from Billing Settlements Central.

            Note
            Note To perform the quick actions, you need certain permission sets.

            To customize the Billing Settlements Central page layout, contact your Billing Admin. The admin can add, remove, or rearrange components to fit your team’s workflow. After making changes, log out and log back in to refresh your session and apply the updates.

             
            Loading
            Salesforce Help | Article