Setting up the Billing Central Task Launcher

The Billing Central Task Launcher page groups data management and administration tasks into a single location. More features will be added to the Task Launcher in future releases.

Billing Central Tax Calculation Settings

Use the Billing Central Task Launcher to set up the Summary Tax Code used to calculate tax using Avalara AvaTax.

To grant access to the Billing Central Tax Calculations settings from the App Launcher, the custom permission "Billing Central Tax Calculation Settings" has been added to the "Billing Central - Tax - Tax Calculation Settings" permission set. If you are using custom permission sets, you will need to add the custom permission to the relevant permission set.

Default Document Text

Use the Billing Central Task Launcher to access the Default Document Text tab.

You can add additional information to billing documents in the form of rich text. You can add this information to billing documents manually, or you can specify the default information to be included on new billing documents.

For more information on Default Document Text, see Adding Information to Billing Documents.