Orders, invoices and payments starter

Statement of account (Billing)

Show a customer what they owe: open invoices, ageing, credit still to use, recent payments and how to pay.

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  1. Statement of account (Billing)On Account · Salesforce Billing

A statement on an Account from its Billing records: the balance due and how much is overdue, an ageing table (not yet due, 1 to 30, 31 to 60, 61 to 90 and over 90 days past the due date), the open invoices with days past due, credit memos with credit still to use, payments received in the last 90 days (or the days you ask for), and how to pay with bank details from your Brand Kit and an optional payment QR code.

Needs Salesforce Billing in the org.

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New template › Start from a quick start › Statement of account (Billing). The draft opens with the fields in place.

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