Aligning Billing Dates for Amended Order Products

Amendment orders follow package-level settings for determining the start dates and end dates of their order product, as well as the order’s billing day of month. For example, if your CPQ package-level setting for Order Start Date has a value of Today, then all your amendment orders use their creation date as their start date.

Unless your original and amendment orders have the same start dates, the amended order products will have different next billing dates and next charge dates than the original order products. These differences can cause separate invoices for both sets of order products based on your invoice date.

For example, you sell a $20 monthly subscription that bills on the first of the month. Your customer orders 20 subscriptions on June 1, then decides to add another five subscriptions on June 15. After you make the amendment on June 15, you’ll have the original order product, which bills for $200 on the first of the month, and the amended order product, which bills for $75 starting June 15. If you use a monthly invoice scheduler that runs on the first of the month, you get an invoice for $200. The scheduler doesn’t pick up your amended order products until July 1, when it creates a $275 invoice for both the amended order products and the original order products of the next billing period.

If you make the amendment on a different day of the month and use a daily invoice scheduler, you get two invoices per month unless you align the order product billing dates.

The Amendment Bill Cycle Date Alignment billing rule field controls how Salesforce Billing handles the billing dates on amended order products. If this field has a value of null or Do Not Align Amended Order Product, your amendment order products use their default next billing date and next charge date. If this field has a value of Align to original Order Product, the Next Billing Date falls before the Last Charge to Date, and the Billing Day of Month isn’t set, the amendment order product’s Bill Through Date Override is set to the Last Charge To Date of the revised Order Product.

If you still want to include your original and amendment order products on the same invoice, you can do these steps.

• In the CPQ Order package settings, set the Default Order Start Date setting to Quote Start Date. Then, during amendment quote creation, set the amendment quote’s start date to match the original order’s billing day of the month. When a sales rep orders the amendment quote, the order inherits the quote’s revised start date, and the order’s billing day of the month inherits the day value of the order start date. The amendment order now has the same start date and billing day of the month as the original order, so the amendment order products have the same next billing date as the original order products.
• During order creation, set the amendment order’s billing day of the month to match the original order’s billing day of the month.
• Set the amendment quote's proration day of the month to the same value as the original order's billing day of the month. When a sales rep orders the quote, the order's billing day of the month inherits the quote's proration day of the month.

Note Changing the billing day of the month can result in a next billing date earlier than the order product’s start date. For example, an order product bills in advance with a start date of 08/01. If you change the order’s billing day of the month to 15, the order product’s next billing date becomes 07/15. Salesforce Billing invoices it for a prorated amount (from 08/01 to the end of the billing period) on its first invoice.