Considerations When Setting Up and Using Billing

Coexistence with Subscription Management

You can’t turn on Billing when Subscription Management is enabled in your Salesforce org.

Impact of Turning Off Billing

If you set up Billing, and then turn it off:

• You can't access any Billing features, including APIs and objects.
• When you activate orders, billing schedules aren't created for order products.
• Asynchronous API requests that are waiting to be dequeued and invoice runs that are queued before turning off Billing fail because the related Billing objects aren't accessible. In this scenario, Revenue Transaction Error Log records aren't created because the Billing objects they’re created for are no longer accessible.
• If you turn off Billing before order activation and the initial orders don't have a billing treatment and a tax treatment, orders are activated without a billing treatment and a tax treatment. Else, they’re activated with the initial order's billing treatment and tax treatment.
• If you turn off Billing after order activation and those orders don't have a related billing policy, Billing uses the default billing and tax treatments of your Salesforce org for those orders.
• If you turn off Billing after order activation, billing schedules aren't created for any billing transactions.

Required Billing Permission Sets

To avoid facing access issues after turning on Billing and before setting up Billing features, assign the Billing Admin and Billing Operations User permission sets to users with the System Administrator profile.

See Assign Permissions to Access Billing Features.

Unsupported Orders