Billing Central In-App Guidance

See the table below for details of in-app guidance contained in Billing Central.

In-App Guidance in Billing Central

Name

App

Tab

Type

Active

Created

Last Updated

Billing Customers and Calculating Tax Learning Path Billing Central Billing Documents (List) Learning Path Yes Spring 2021 N/A
Charge Terms Billing Central Billing Contract (Record) Tutorial No Fall 2020 N/A
Company Default Tax Calculation Billing Central Foundation Company (Record) Tutorial No Fall 2020 N/A
Creating a Consolidation Grouping Method Billing Central Consolidation Grouping Method (List) Tutorial No Fall 2020 N/A
Creating a Consolidation Rule, (Record) Filter, and Grouping Method Billing Central Consolidation Rules (List) Tutorial No Fall 2020 N/A
Creating a Contract Manually Billing Central Billing Contracts (List) Tutorial No Fall 2020 N/A
Creating and Deleting Soft Dates Billing Central BC Task Launcher Tutorial No Fall 2020 N/A
Creating Billing Documents from Contracts Billing Central Billing Contract (Record) Tutorial No Fall 2020 N/A
Creating Plans Billing Central Plans (List) Tutorial No Fall 2020 N/A
Creating, Editing and Deleting Discounts Billing Central Discounts (List) Tutorial No Fall 2020 N/A
Managing Contracts Learning Path Billing Central Billing Contracts (List) Learning Path Yes Fall 2020 N/A
Products Learning Path Billing Central Products (List) Learning Path Yes Fall 2020 N/A
Release Overview Billing Central Accounts (List) Tutorial Yes Fall 2020 Winter 2023
Setting up Pricing Structures on Price Books Billing Central Pricing Structures (List) Tutorial No Fall 2020 N/A