Billing Document Fields

The Billing Document object is a core component of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it.

Here is a description of the fields and buttons that FinancialForce Billing Central adds to the Billing Document object. For more information about the Billing Document object, see Billing Document Fields.

Key: R – Read-only;

Field Name		Description
Background Process		Lookup to the background process run on the document.
Background Process Job ID		Unique identifier of the background process job run on the document. Internal use only.
Consolidated		Indicates whether the document is a consolidated billing document. This means that it was created by consolidating other billing documents.
Consolidated Billing Document		Lookup to the related consolidated billing document. This field is populated if the billing document was consolidated into another billing document.
Consolidation Composite Group Key		Combination of field values used to group the document for consolidation. Internal use only.
Consolidation Grouping Method		Lookup to the consolidation grouping method used by the background process run on the document.
Contract		Lookup to the contract to which this billing document relates.
Contract Status	R	Formula field containing the status of the contract to which this billing document line item belongs.
Contract Type	R	Type of contract to which this billing document line item belongs.
Included in Contract Total Billed	R	Indicates whether the Total Value of the related billing document line items is included in the Total Billed field of the related contract line items. This field is updated when the billing document is complete and Foundations messaging has run successfully. The Message Delivery job is usually scheduled to run at regular intervals (via the Foundations Setup tab) or can be run immediately using the Run Job Now action. See Scheduling Message Delivery.
Tax Value Total		Total value of all tax on the billing document.

Buttons

Button Name	Description
Calculate Tax with Avalara	Calculates the tax rate and value for the billing document by calling Avalara AvaTax. This button is only available if the billing document's status is "Draft" or "Ready for Review" and your org is configured to use Avalara AvaTax for tax calculation. See Avalara AvaTax Tax Calculation Settings.
Commit Tax with Avalara	Calculates tax for the billing document and commits it to Avalara AvaTax. This button is only available if the billing document's status is "Draft" or "Ready for Review" and your org is configured to use Avalara AvaTax for tax calculation.
Complete	Sets the status of the billing document to "Complete".
Convert/Convert to Credit Note	Allows you to convert the billing document to a credit note. See Converting Billing Documents to Credit Notes.
Discard	Enables you to discard billing documents from the Billing Document Detail page or list view. When you discard a billing document, the related billing document line items are deleted. In addition, the related billing schedules are deleted or the Billing Document Line Item field is cleared on related billing schedules and usage records. The action taken depends on the Delete Discarded Billing Doc Schedule field in the Billing Central custom setting. See Delete Discarded Billing Doc Schedule.
Email PDF	Displays the Email Billing Document page where you can send the billing document to a billing contact on the related customer account. The billing document is sent as an email with an Adobe PDF attachment and its Date Issued is set to today's date. For information about emailing see Emailing Billing Documents.
Print	Displays the billing document in Adobe PDF format to enable you to print it or save as a PDF document. If the status of the document is "Draft" or "Ready for Review", a draft watermark is displayed on the billing document.
Save	Saves the billing document.