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Generate Billing Schedules for Transactions with Different Billing and Pricing Frequencies
Select a billing frequency on any transaction that differs from the product’s pricing frequency. Convert shorter pricing terms to longer billing frequencies, and vice versa. This flexibility gives your sales teams the power to negotiate preferred billing terms while maintaining accurate pricing calculations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
Change the Billing Frequency of an Order Product
Here are a few key points to keep in mind before you change the billing frequency of term-defined and evergreen products.
- Make sure that the order product has a valid and active billing treatment, and the Change Billing Frequency checkbox is selected. For the Salesforce orgs created in or upgraded to Spring ’26, your Billing admin must perform a one-time task of manually adding the Change Billing Frequency checkbox to the Billing Treatment page layout.
- If the billing frequency is quarterly, semi-annual, or annual, then the period boundary can either be Anniversary or DayOfPeriod. See Period Boundaries and Billing Day of Month and Field Combination Requirements to understand billing behavior, how billing periods are segmented, and how proration is applied.
- All transactions of type amend, renew, and cancel must maintain the same billing frequency as the original new sale transaction of the order product.
- You can’t change the billing frequency of order products that use the one-time product selling model.
Starting Summer ’26, you can update a higher pricing term unit to a lower billing frequency and vice versa, on new sale orders and quotes. However, on existing orders and quotes, you can only update from lower pricing term unit to higher billing frequency.
In the Billing Information section of the order product, select a desired billing frequency, such as Monthly, Quarterly, Semi-Annual, or Annual, save your changes, and activate the order. Billing then automatically generates updated billing schedules for the new billing frequency which are then picked up during invoice generation.
| PRICING TERM UNIT | BILLING FREQUENCY |
|---|---|
| Months | Quarterly, Semi-Annual, and Annual |
| Quarterly | Months, Semi-Annual, and Annual |
| Semi-Annual | Months, Quarterly, and Annual |
| Annual | Months, Quarterly, and Semi-Annual |
Change the Billing Frequency of the Billing Schedule Group
Starting Summer ’26, you can use the enhanced Create Standalone Billing Schedules API to change billing frequencies of order products during a subscription period. Use the API to update multiple billing schedules from lower pricing frequency to higher billing frequencies and vice versa, directly from the Billing Schedule Group record.
In the request body of the API, specify these values in the transactionDetails property value of the amended transaction:
- Specify the billing schedule group ID for which you want to update the billing frequency in BillingScheduleGroupId__std.
- Specify the billing frequency for the specific billing schedule group ID in BillingTermUnit__std.
- Specify the date from when the update to the billing frequency is applicable in StartDate__std.
- If the billing term unit is quarterly, semi-annual, or annual, then specify the month from when the billing frequency change is applicable in BillingStartMonth__std.
- Specify Amend as the action type in BillingActionType__std.
- Specify BillingFrequencyChange as the action subtype in BillingSubActionType.
Billing automatically handles complex proration and calculates the correct billing period amounts for the varied pricing and billing frequencies.
- Examples: Impact of Billing Frequency Change
When you change billing frequency on a transaction as different from the pricing frequency, Billing prorates the total amount from the transaction over whole and partial billing periods. For any partial periods, Billing prorates the amount based on the billing frequency. Let’s understand the calculation process with a few examples.
