Billings Table
The Billings Table can be placed on either the Job or Placement record page, and is used to display details about - and create - Billing Items related to the record.
When placed on a page, the table displays the following details about the Billing Items:
| Column Name | Field API Name | Description |
|---|---|---|
| Name | Name | The auto-number name of the Billing Item |
| Subject | seven20__Subject__c | An internal description Billing Item |
| Status | seven20__Status__c | The status of the Billing Item, e.g. if it's in Draft or ready to send |
| Date | seven20__Date__c | The date of the Billing Item, e.g. the line item date on an invoice |
| Amount | seven20__Amount__c | The amount of the Billing Item, e.g. the line item amount on an invoice |
The table also displays the Billing Splits which are associated to the item.
The table also provides the ability to create new Billing Items, or edit existing ones, through the use of the Edit button located at the top right of the table. Clicking this button opens up a modal which allows the user to create or edit Billing Items.
The modal displays the same fields as the display table, however it also includes the option to set the Currency (CurrencyIsoCode) of the Billing Item, by default this is set to the Currency of the Job or Placement record. Items can be deleted by clicking the Remove Bin button located to the right of each row. New items can be added by clicking the Add Item button located at the left of the modal footer. Additionally, Billing Splits can also be managed here.
Custom object support
While the Billings Table would most likely be used within a Job or Placement record page, it can also be used on any custom object which Billing Item has a lookup to. This is achieved by placing the component on the custom object's record page, and then setting the Billing Item Relationship Design Time Attribute to be the relationship name. This field will be populated by default and will only need adjusting if there are multiple lookups from the Billing Item to the custom object. The Members Relationship Design Time Attribute should also be set to enable the Members functionality.
When using custom objects, ensure the Account field is automatically populated on the Billing Item.