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. Enable the following 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 in the Foundations Help.
2. 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.
3. 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 then save your changes.
4. Also on the Publications & Subscriptions tab, ensure that Billing Central is configured to publish and subscribe to WorkQueue/BillingCentral.
5. Assign appropriate permissions for completing billing documents to yourself and other users of Foundations and Billing Central. We recommend that you set field-level security on the Document Status field on the Billing Document object to make it read-only to all profiles except System Administrator. This is because a billing document's status must never be edited manually. The status is changed automatically by processes in Foundations and Billing Central. This ensures that associated processes, such as system messaging and validations, are triggered correctly.

Using the FinancialForce Accounting Integrations

You can integrate Billing Central with FinancialForce Accounting using one of two integrations:

• Billing Document to Transaction
• Billing Document to Sales Invoice or Credit Note

The Billing Document to Transaction integration 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 to Transaction Integration in the Integrations Help.

The Billing Document to Sales Invoice or Credit Note integration allows you to create Accounting sales invoices and credit notes from billing documents. You can then post the Accounting sales document to a transaction. This integration supersedes the Billing Document to Transaction integration. For more information, see Billing Document to Sales Invoice or Credit Note Integration in the Integrations Help.