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Customize Select Billing Account Tables

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Add, remove, or re-order the fields in the table columns on the Select Billing Account page as described in this article.

To customize the Billing Account table:

  1. Install Zuora 360.
  2. Navigate to Setup > Create > Objects > Billing Account.
  3. In the Field Sets section, click Edit for the Billing Accounts field set.
  4. Add, remove, or rearrange the fields in the field set as you want to see in the Select Billing Account table.
  5. Click Save.

To customize the Subscriptions table:

  1. Install Zuora 360.
  2. Navigate to Setup > Create > Objects > Subscription.
  3. In the Field Sets section, click Edit for the Subscriptions field set.
  4. Add, remove, or rearrange the fields in the field set as you want to see in the Select Billing Account table.
  5. Click Save.
  6. Navigate to Setup > Create > Objects > Subscription Product & Charge.
  7. In the Field Sets section, click Edit for the SubscriptionCharges field set.
  8. Add, remove, or rearrange the fields in the field set as you want to see in the Select Billing Account table.
  9. Click Save.
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