More about the home page.- Click
to open the List View drop-down menu, then select the list view you want. - Use
to manage your list views. - From the list, click a record's name to go to its detail.
- To edit a value, hover over the field until
appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view).
What is a Plan?
In Billing Central, a plan contains the products and price plans from which you can create contracts. You can combine products and services with specific prices.
Plans can be added to contracts and opportunities.
Charge and Bill Plans at Different Intervals
You can set up "Recurring Fixed" plan line items to be charged and billed at different intervals. You do this by specifying a charge term on the plan line item, in addition to a billing term on the plan header. Charge terms and billing terms both use soft dates. So for example, if you want to bill a plan annually but charge a plan line item monthly, you can do this by setting a yearly soft date for the plan's billing term, and a monthly soft date for the line's charge term. Different lines on the plan can have different charge terms.
When you set charge terms on "Recurring Fixed" plan line items, Billing Central uses them to calculate plan and plan line values. If you don't set charge terms, the plan's billing term is used.
When you create a contract from a plan, the billing term from the plan header and the charge term from each plan line item are copied to the corresponding contract line items. For more information about how charge terms are used on contract line items, see Charge and Bill Contracts at Different Intervals.