Posting Billing Documents to Accounting

If the Billing Central to FinancialForce Accounting integration is set up on your organization, billing documents are automatically sent to FinancialForce Accounting as transactions when:

• Draft billing documents are completed.
• Complete billing documents are converted to credit notes.

You can check the posting status of a billing document on the Salesforce Detail page for that billing document. If a billing document fails to successfully post to FinancialForce Accounting transactions, you can retry the action.

To retry posting from the Detail page of a single billing document:

1. Click Retry Post.
2. To confirm the action, click Post.

To retry posting for several billing documents from the Billing Document list view:

1. Select the billing documents for which you want to retry posting.
2. Click Retry Post.
3. To confirm the action, click Post.

To complete a billing document, click Complete on the Billing Document Detail page of the billing document that you want to complete.

To convert billing documents to credit notes, click Convert to Credit Note on the Billing Document Detail page or Billing Document list view.

Notes:

If you want to check the posting status of a billing document or retry posting it and the enhanced Billing Central Billing Document Detail page is displayed, you must first switch to the Salesforce Detail page to do so. See Switching between Enhanced and Salesforce Detail Pages in the Billing Central Help.

The Posting Status fields and Retry Post button are not shown on the Billing Document Detail page by default. If you can't see them, your administrator can add them for you.