FinancialForce Billing Central Settings

Custom Field	Description
Active Contract Line Locked Field Set	API name of the contract line item field set that determines which fields are read-only on a contract line item belonging to a contract with the status "Active". When blank, the default field set ActiveContractLineLockedFields is used.
Active Contract Locked Field Set	API name of the contract field set that determines which fields are read-only on a contract with the status "Active". When blank, the default field set ActiveContractLockedFields is used.
Add and Delete Lines on Active Contracts	Indicates whether you can add and delete contract line items on a contract with the status "Active".
Allow Converted Invoice to be Rebilled	Indicates whether option to allow billing schedules of converted invoices to be rebilled is selected by default when converting billing documents of type Invoice to credit notes.
Allow Deletion of Account in Use	Indicates whether you can delete an account that is in use. For example, an account that is associated with a contract.
Allow Deletion of Company in Use	Indicates whether you can delete a company that is in use. For example, a company that is associated with a contract. Note: Billing Central uses the Company object in Foundations. Typically this field should be left as false.
Allow Deletion of Draft Billing Document	Indicates whether you can delete billing documents with the status "Draft", "Ready for Review", or "Superseded" if they are not linked to a consolidated billing document.
Allow Deletion of Product in Use	Indicates whether you can delete a product that is in use. For example, a product that is associated with a plan line item.
Allow Deletion of Tax Code in Use	Indicates whether you can delete a tax code that is in use. For example, a tax code that is associated with a billing document line item.
Billing Document Credit Note Template	Name of the custom template for billing documents of type Credit Note. If you do not enter a value, the default Visualforce page billingdocumentpdf is used for printing billing documents of type Credit Note. See Setting up Document Printing.
Billing Document Invoice Template	Name of the custom template for billing documents of type Invoice. If you do not enter a value, the default Visualforce page billingdocumentpdf is used for printing billing documents of type Invoice. See Setting up Document Printing.
Billing Document Output	Determines the default strategy to generate billing documents when running a background process to create billing documents from contracts. You can enter: Single – A single billing document is created for each contract. Per Billing Type – A separate billing document is created for each billing type in a contract. For example, three billing documents are created if a contract contains three lines, one with a billing type One-off, one with a billing type Recurring Variable and one with a billing type Recurring Fixed. The default value is Single. Note: You must enter the option you want as text. This setting is case sensitive. You must enter Single or Per Billing Type. Entering any other text or case results in the default value Single being used.
Billing Schedule Number of Months	Specifies the number of future months for which to create billing schedules when setting up the schedule job, activating contracts, applying change requests, and upselling a contract via an opportunity. This must be a whole number from 0 to 99. If not set it defaults to 12. If you enter "0", when you are activating or changing a contract, then the billing schedule is not generated. If the value is "0" when running via the scheduler, then the schedule is generated up to today. Tip: You can set up a job to automatically generate billing schedules. See Setting up a Job to Generate Billing Schedules.
Calculate Tax on Billing Using FDN	This field is managed by the Billing Central Automation feature. See Setting up the Automation of Billing Central Processes. It indicates whether tax is calculated automatically using FinancialForce's internal tax calculation method for billing documents created when a billing contract is activated.
Contract Change Request Use Approvals	Indicates whether a Salesforce approvals process is used to approve contract change requests. For more information about setting up approval processes, see the Salesforce Help.
Convert to Credit Note Allows Review	Indicates that the Convert to Credit Note process creates credit notes with the status "Ready for Review", allowing them to be routed for approval and taxed using Avalara. When false, credit notes are created with the status "Complete". For more information, see Convert to Credit Note Overview.
Credit Note Email Template	Name of the custom email template to use when emailing billing documents of type Credit Note. The default template BillingDocumentPdfEmail is used for the email if you do not specify a value. See Setting up Document Email. Note: The billing document is generated using the Billing Document Credit Note Template.
Delete Discarded Billing Doc Schedule	Indicates whether related billing schedules are deleted when a billing document is discarded. If cleared, the Billing Document Line Item field is cleared on related billing schedules when a billing document is discarded.
Enhanced Billing Doc Field Set	API name of the billing document field set that determines which billing document fields are to be included on the Additional Fields section of the enhanced Billing Document Detail page. When blank, the default field set EnhancedBillingDocumentAdditionalFields is used. Note: Adding custom fields that require a unique value is not supported.
Enhanced Billing Doc Line Field Set	API name of the billing document line item field set that determines which billing document line item fields are to be included on the enhanced Billing Document Detail page, in the Lightning component related list for Billing Document Line Item, and on the Edit Selected Products page. When blank, the default field set EnhancedBillingDocumentAdditionalFields is used. Note: Adding custom fields that require a unique value is not supported.
Enhanced Contract Field Set	API name of the contract field set that determines which contract fields are to be included on the enhanced Billing Contract Detail page. When blank, the default field set EnhancedContractAdditionalFields is used. Note: Adding custom fields that require a unique value is not supported.
Enhanced Contract Line Field Set	API name of the contract line item field set that determines which contract line item fields are to be included on the enhanced Billing Contract Detail page, in the Lightning component related list for Billing Contract Line Item, and on the Edit Selected Products page. When blank, the default field set EnhancedContractAdditionalFields is used. Note: Adding custom fields that require a unique value is not supported.
Group Printed Billing Documents by Plan	Indicates whether the lines in a printed billing document are grouped by plan.
Invoice Email Template	Name of the custom email template to use when emailing billing documents of type Invoice. The default template BillingDocumentPdfEmail is used for the email if you do not specify a value. See Setting up Document Email. Note: The billing document is generated using the Billing Document Invoice Template.
Prevent Completing Untaxed Billing Docs	Determines whether untaxed billing documents can be completed. When true, an error message is displayed if you try to complete a billing document where the Tax Calculated checkbox is cleared. By default this is false, meaning that untaxed billing documents can be completed.
Print Billing Doc Field Set	API name of the billing document field set that determines which billing document fields are to be included on a printed billing document. When blank, the default field set PrintedDocumentFields is used. Tip: If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central.
Print Billing Doc Line Field Set	API name of the billing document field set that determines which billing document line item fields are to be included on a printed billing document. When blank, the default field set PrintedDocumentFields is used. Tip: If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central.
Print Billing Doc Plan Summary Field Set	API name of the billing document line item field set that determines which billing document fields are to be included when summarizing a plan on a printed billing document. When blank, the default field set PlanSummaryFields is used. Tip: If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central. When lines are grouped into a summary, only numeric fields are shown because they can be summed.
Renew Contract Duration as Months	Indicates whether the duration of a renewal defaults to the same number of months (selected) or same number of days (deselected) as the original contract. This field is deselected by default, meaning that Billing Central calculates renewal durations as the same number of days as the original contract. If your contracts are usually monthly or yearly, select this field so that Billing Central defaults to using months instead. You can override the default when renewing contracts (except when renewing from the enhanced Billing Contract Detail page). For more information, see How Renewal Dates are Calculated.
Renew Reminder Days Before Contract End	Number of days relative to the contract End Date on which to set the renewal reminder when creating a contract: Enter a positive number to set the Renewal Reminder before the contract End Date. Enter a negative number to set the Renewal Reminder after the contract End Date. Enter zero to set the Renewal Reminder to the same date as the contract End Date. Leave the field blank to set the Renewal Reminder manually.
Replace Fields in Custom Related List	Indicates whether line item fields in the EnhancedContractAdditionalFields and EnhancedBillingDocumentAdditionalFields field sets are added to or replace the default fields included in the Lightning component related lists for Billing Document Line Item and Billing Contract Line Item, and on the Edit Selected Products page. By default this is false, meaning that fields added to these field sets are appended to the default fields. When true, the fields added to these field sets replace the default fields.
Soft Date Week Start Day	Defines which day a week starts on when calculating the start or end of a week for soft dates. You can enter Sunday or Monday. If you do not enter a value, the start of the week is set automatically based on the locale of your Salesforce Org Salesforce organization.

Active Contract Line Locked Field Set

API name of the contract line item field set that determines which fields are read-only on a contract line item belonging to a contract with the status "Active". When blank, the default field set ActiveContractLineLockedFields is used.

Active Contract Locked Field Set

API name of the contract field set that determines which fields are read-only on a contract with the status "Active". When blank, the default field set ActiveContractLockedFields is used.

Add and Delete Lines on Active Contracts

Indicates whether you can add and delete contract line items on a contract with the status "Active".

Allow Converted Invoice to be Rebilled

Indicates whether option to allow billing schedules of converted invoices to be rebilled is selected by default when converting billing documents of type Invoice to credit notes.

Allow Deletion of Account in Use

Indicates whether you can delete an account that is in use. For example, an account that is associated with a contract.

Allow Deletion of Company in Use

Indicates whether you can delete a company that is in use. For example, a company that is associated with a contract.

Note:

Billing Central uses the Company object in Foundations. Typically this field should be left as false.

Allow Deletion of Draft Billing Document

Indicates whether you can delete billing documents with the status "Draft", "Ready for Review", or "Superseded" if they are not linked to a consolidated billing document.

Allow Deletion of Product in Use

Indicates whether you can delete a product that is in use. For example, a product that is associated with a plan line item.

Allow Deletion of Tax Code in Use

Indicates whether you can delete a tax code that is in use. For example, a tax code that is associated with a billing document line item.

Billing Document Credit Note Template

Name of the custom template for billing documents of type Credit Note. If you do not enter a value, the default Visualforce page billingdocumentpdf is used for printing billing documents of type Credit Note. See Setting up Document Printing.

Billing Document Invoice Template

Name of the custom template for billing documents of type Invoice. If you do not enter a value, the default Visualforce page billingdocumentpdf is used for printing billing documents of type Invoice. See Setting up Document Printing.

Billing Document Output

Determines the default strategy to generate billing documents when running a background process to create billing documents from contracts. You can enter:

Single – A single billing document is created for each contract.
Per Billing Type – A separate billing document is created for each billing type in a contract. For example, three billing documents are created if a contract contains three lines, one with a billing type One-off, one with a billing type Recurring Variable and one with a billing type Recurring Fixed.

The default value is Single.

Note:

You must enter the option you want as text. This setting is case sensitive. You must enter Single or Per Billing Type. Entering any other text or case results in the default value Single being used.

Billing Schedule Number of Months

Specifies the number of future months for which to create billing schedules when setting up the schedule job, activating contracts, applying change requests, and upselling a contract via an opportunity.

This must be a whole number from 0 to 99. If not set it defaults to 12.

If you enter "0", when you are activating or changing a contract, then the billing schedule is not generated. If the value is "0" when running via the scheduler, then the schedule is generated up to today.

Tip:

You can set up a job to automatically generate billing schedules. See Setting up a Job to Generate Billing Schedules.

Calculate Tax on Billing Using FDN

This field is managed by the Billing Central Automation feature. See Setting up the Automation of Billing Central Processes. It indicates whether tax is calculated automatically using FinancialForce's internal tax calculation method for billing documents created when a billing contract is activated.

Contract Change Request Use Approvals

Indicates whether a Salesforce approvals process is used to approve contract change requests. For more information about setting up approval processes, see the Salesforce Help.

Convert to Credit Note Allows Review

Indicates that the Convert to Credit Note process creates credit notes with the status "Ready for Review", allowing them to be routed for approval and taxed using Avalara. When false, credit notes are created with the status "Complete". For more information, see Convert to Credit Note Overview.

Credit Note Email Template

Name of the custom email template to use when emailing billing documents of type Credit Note. The default template BillingDocumentPdfEmail is used for the email if you do not specify a value. See Setting up Document Email.

Note:

The billing document is generated using the Billing Document Credit Note Template.

Delete Discarded Billing Doc Schedule

Indicates whether related billing schedules are deleted when a billing document is discarded. If cleared, the Billing Document Line Item field is cleared on related billing schedules when a billing document is discarded.

Enhanced Billing Doc Field Set

API name of the billing document field set that determines which billing document fields are to be included on the Additional Fields section of the enhanced Billing Document Detail page. When blank, the default field set EnhancedBillingDocumentAdditionalFields is used.

Note:

Adding custom fields that require a unique value is not supported.

Enhanced Billing Doc Line Field Set

API name of the billing document line item field set that determines which billing document line item fields are to be included on the enhanced Billing Document Detail page, in the Lightning component related list for Billing Document Line Item, and on the Edit Selected Products page. When blank, the default field set EnhancedBillingDocumentAdditionalFields is used.

Note:

Adding custom fields that require a unique value is not supported.

Enhanced Contract Field Set

API name of the contract field set that determines which contract fields are to be included on the enhanced Billing Contract Detail page. When blank, the default field set EnhancedContractAdditionalFields is used.

Note:

Adding custom fields that require a unique value is not supported.

Enhanced Contract Line Field Set

API name of the contract line item field set that determines which contract line item fields are to be included on the enhanced Billing Contract Detail page, in the Lightning component related list for Billing Contract Line Item, and on the Edit Selected Products page. When blank, the default field set EnhancedContractAdditionalFields is used.

Note:

Adding custom fields that require a unique value is not supported.

Group Printed Billing Documents by Plan

Indicates whether the lines in a printed billing document are grouped by plan.

Invoice Email Template

Name of the custom email template to use when emailing billing documents of type Invoice. The default template BillingDocumentPdfEmail is used for the email if you do not specify a value. See Setting up Document Email.

Note:

The billing document is generated using the Billing Document Invoice Template.

Prevent Completing Untaxed Billing Docs

Determines whether untaxed billing documents can be completed. When true, an error message is displayed if you try to complete a billing document where the Tax Calculated checkbox is cleared. By default this is false, meaning that untaxed billing documents can be completed.

Print Billing Doc Field Set

API name of the billing document field set that determines which billing document fields are to be included on a printed billing document. When blank, the default field set PrintedDocumentFields is used.

Tip:

If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central.

Print Billing Doc Line Field Set

API name of the billing document field set that determines which billing document line item fields are to be included on a printed billing document. When blank, the default field set PrintedDocumentFields is used.

Tip:

If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central.

Print Billing Doc Plan Summary Field Set

API name of the billing document line item field set that determines which billing document fields are to be included when summarizing a plan on a printed billing document. When blank, the default field set PlanSummaryFields is used.

Tip:

If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Billing Central.

When lines are grouped into a summary, only numeric fields are shown because they can be summed.

Renew Contract Duration as Months

Indicates whether the duration of a renewal defaults to the same number of months (selected) or same number of days (deselected) as the original contract. This field is deselected by default, meaning that Billing Central calculates renewal durations as the same number of days as the original contract. If your contracts are usually monthly or yearly, select this field so that Billing Central defaults to using months instead. You can override the default when renewing contracts (except when renewing from the enhanced Billing Contract Detail page). For more information, see How Renewal Dates are Calculated.

Renew Reminder Days Before Contract End

Number of days relative to the contract End Date on which to set the renewal reminder when creating a contract:

Enter a positive number to set the Renewal Reminder before the contract End Date.
Enter a negative number to set the Renewal Reminder after the contract End Date.
Enter zero to set the Renewal Reminder to the same date as the contract End Date.
Leave the field blank to set the Renewal Reminder manually.

Replace Fields in Custom Related List

Indicates whether line item fields in the EnhancedContractAdditionalFields and EnhancedBillingDocumentAdditionalFields field sets are added to or replace the default fields included in the Lightning component related lists for Billing Document Line Item and Billing Contract Line Item, and on the Edit Selected Products page. By default this is false, meaning that fields added to these field sets are appended to the default fields. When true, the fields added to these field sets replace the default fields.

Soft Date Week Start Day

Defines which day a week starts on when calculating the start or end of a week for soft dates. You can enter Sunday or Monday. If you do not enter a value, the start of the week is set automatically based on the locale of your Salesforce Org

Salesforce organization.