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Create Billing Arrangements and Billing Arrangement Lines
Billing arrangements define how a transaction’s billable amount is invoiced to the relevant billing accounts.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To create billing arrangements: | Billing Admin permission set OR Billing Operations User permission set |
Note
Starting Spring ’26, the Billing Arrangement Lines related list is enabled by default. For the Salesforce orgs created in or upgraded to Spring ’26, your Billing admin must perform a one-time task of adding the Billing Arrangement Lines related list to the Billing Arrangement page layout.
- From the App Launcher, find and select Billing Arrangements.
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Create a billing arrangement.
- Click New.
- Enter a name for the billing arrangement.
- Select Draft as the status.
- Save your changes.
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Create billing arrangement lines for the billing arrangement.
- In the Related tab of the billing arrangement, click New.
- Select an account or create one.
- Select a billing account or create one.
- Enter a percentage of the billing amount to assign to the billing account.
- If required, select Remainder to indicate whether to bill the remainder percentage to the billing account.
- Save your changes.
You can set the billing arrangement as Active.
Alternatively, you can configure billing arrangements on the billing schedule groups by using the Billing Arrangements tab.
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