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Manage Your Billing Processes with Salesforce Billing

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Manage Your Billing Processes with Salesforce Billing

Set Up Page Layouts for Salesforce Billing

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Set Up Page Layouts for Salesforce Billing

After installing Salesforce Billing, change key page layouts to their Billing versions and edit your page layouts to show important billing fields. (Salesforce Billing Managed Package)

Required Editions

Available in: All Salesforce Billing Editions

Change your page layout to the Billing layout version for the following objects.
1. Account
2. Order
3. Order Product
4. Product
5. Consumption Schedule
6. Order Product Consumption Schedule
On your account page layout, add the Bill To Contact field.
On the credit note and debit note page layouts, remove the Cancel Tax button and Cancel Tax lightning action.

Note Salesforce Billing doesn’t currently support the Cancel Tax button. We’ll let you know if that changes.