Page layouts define the organization of various fields in an object. It is recommended to add following formula fields to the layout for Account object:

  • Set Invoice Email Template
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

     HYPERLINK("/apex/Apttus_billing__SetAccountInvoiceEmailTemplate?id="&Id ,IMAGE("/resource/Apttus_billing__Button_SetInvoiceEmailTemplate", "Set Inv Temp"),"_self")
    CODE

  • Set Billing Contacts
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

    HYPERLINK("/apex/Apttus_Billing__SetAccountBillingContacts?id="&Id, IMAGE("/resource/Apttus_Billing__Button_SetBillingContacts", "Set Billing Contacts"),"_self")
    CODE

  • Set CM Default Template
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

    HYPERLINK("/apex/Apttus_billing__SetAccountDefaultCMTemplate?id="&Id ,IMAGE("/resource/Apttus_billing__Button_SetDefaultCreditMemoTemplate", "Set CM Temp"),"_self")
    CODE

  • Set CM Default Email Template
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

    HYPERLINK("/apex/Apttus_billing__SetAccountCreditMemoEmailTemplate?id="&Id ,IMAGE("/resource/Apttus_billing__Button_SetCreditMemoEmailTemplate", "Set CM Temp"),"_self")
    CODE

  • Set Invoice Statement Template
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

    HYPERLINK("/apex/Apttus_Billing__SetAccountInvoiceStatementTemplate?id="&Id, IMAGE("/resource/Button_SetInvoiceStatementTemplate", "Set Default Invoice Statement Template"),"_self")
    CODE

  • Invoice Template
    Go to Account Object > Click View Fields > Add a new formula field from Custom Fields & Relationships 
    Enter the Formula value as

    HYPERLINK("/apex/Apttus_Billing__SetAccountDefaultInvoiceTemplate?id="&Id, IMAGE("/resource/Apttus_Billing__Button_SetDefaultInvoiceTemplate", "Set Default Invoice Template"),"_self")
    CODE

You should see following buttons on the Account page.

Follow the same procedure to add these buttons on the Account Location page. Go to Account Location Object > Click View Fields > Add a new formula field from Custom Fields & Relationships for each of the templates.