More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any Billing Document Name to go directly to its detail.
- Click New to create a new billing document.
- To change the owner of one or more records, select the records you want to change from the list view then click Change Owner.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
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Recent Choice |
Description |
|---|---|
|
Recently Viewed |
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
|
Recently Created |
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
|
Recently Modified |
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
What is a Billing Document?
A billing document contains an invoice or a credit note to enable you to bill or credit a customer. Each billing document must contain one or more billing document line items that contain the detail of an invoice or a credit note.
The Billing Document and Billing Document Line Item objects are core components of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it.
For information about the functionality that Billing Central adds to the billing document, see the Billing Central Help.