Configuring Billing Document Completion

You must perform these steps to allow billing documents to be completed. You will be unable to complete billing documents if these steps are not performed.

  1. Ensure that yourself and other users of Foundations and Billing Central have been assigned appropriate permissions in your Salesforce orgClosed Salesforce organization.
  2. Enable these features in Feature Console:
    • Billing Central: BC Publications and Subscriptions
    • Foundations: Publications and Subscriptions
    For more information about enabling features in Feature Console, see Enabling and Disabling Features.
  3. Schedule the Message Delivery scheduled job to run at the interval you want using the Foundations Setup tab. See Scheduling Message Delivery in the Foundations Help.
  4. Ensure that BillingDocument publications and subscriptions are enabled. To do this, go to the Foundations Setup tab - Publications & Subscriptions. Then enable the BillingDocument publications and subscriptions that have the text "Not Enabled":
    • Click the cell for which you want to enable publications and subscriptions.
    • Select the Publish and Subscribe checkboxes that appear in the upper-right panel.
    • Repeat these steps for each cell.
  5. Click Save
  6. To confirm, click Save.
  7. Also on the Publications & Subscriptions tab, ensure that Billing Central is configured to publish and subscribe to WorkQueue/BillingCentral.

Using the Billing Central to FinancialForce Accounting Integration

The integration between Billing Central and FinancialForce Accounting allows completed billing documents to be posted to FinancialForce Accounting transactions. To use this integration you must complete the additional setup instructions in Setting up Billing Document Integration in the Integrations Help.