Configure Billing Account List layout
Learn how to configure the column layout of the billing account list using the Zuora 360 managed package.
On the Select Billing Account page, which is the first step in the quoting flow, when you select an existing billing account, the detail list of the billing accounts is displayed.
You can configure the column layout of this account list using the Billing Accounts (zuora__fields_for_select_billing_account_compon) field set of the Billing Account object in Zuora 360 managed package.
Note:
This feature is only configurable if Zuora 360 v2.61+ is installed.
- Browse to Setup > App Setup > Create > Objects.
- Click Billing Accounts.
- In the Field Sets section, click Edit next to Billing Accounts.
- Edit the field set by adding, removing, re-ordering, or configuring the fields in the field set.
- Click Save.