Billing Document

Here is a description of the field sets on the Billing Document and Billing Document Line Item objects. Billing Central checks whether you have been granted access to fields in the Billing Central field sets. Fields that you do not have access to are hidden. For more information, see Field-Level Security.

To print and email billing documents, you must be granted access to all fields in:

The Printed Document Fields field sets of the Billing Document and Billing Document Line Item objects.
The Plan Summary Fields field set of the Billing Document Line Item object.

If you do not have access to these fields, you cannot print or email billing documents.

Note:

Billing Central uses the Enhanced Billing Document Additional Fields field sets on Billing Document and Billing Document Line Item to determine which extra fields to include on the enhanced Billing Document Detail page. Billing Central's own fields that are already displayed as part of the enhanced detail page are not repeated if they are also included in these field sets.

Name	Description	Default Fields	Object	Where is it Used?
Enhanced Billing Document Additional Fields	Defines the additional billing document fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field: Checkbox Currency Date and Date / Time Email Lookup Relationship Master-Detail Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here. Note: Note Dependent picklists are not fully supported. Updates to controlling fields might not be validated.	–	Billing Document	Enhanced Billing Document Detail page
Enhanced Billing Document Additional Fields	Defines the additional billing document line item fields to be displayed on the enhanced Billing Document Detail page. You can use this field set to add these types of field: Checkbox Currency Date and Date / Time Email Lookup Relationship Master-Detail Relationship Number Percent Phone Picklist Text URL Additionally, you can also add related object fields, formula fields and roll-up summary fields of a type listed here.	–	Billing Document Line Item	Enhanced Billing Document Detail page
Plan Summary Fields	Defines the billing document fields to be displayed when summarizing a plan on billing documents.	Tax Value Total Net Value	Billing Document Line Item	Printed billing documents
Printed Document Fields	Contains additional billing document fields to appear on billing documents.	Customer Reference Document Number Document Date Document Due Date	Billing Document
Printed Document Fields	Contains additional billing document line item fields to appear on billing documents.	Quantity Tax Rate Total Tax Value Total Net Value	Billing Document Line Item