Billing Rule Amendment Settings

Amendment orders calculate their billing day of the month the same way as standard orders: The start date is based on the Default Order Start Date option in the Salesforce CPQ package settings. Billing Day of Month inherits the order’s start date if the CPQ package setting, Align billing day of month to Order start date, is enabled. Otherwise, users must manually set the billing day of the month. The billing day of the month then drives the order product’s next charge date and next billing date.

Because amendment orders can have start dates that differ from the original order, there are situations where you want the original order and the amendment order to be billed on the same day. To accomplish this change, update the Billing Day of Month value in the amendment order.

You can set the billing day of the month:

• Manually.
• By using automation such as a flow.
• By using Proration Day of Month on the quote.
• By using an Order Management plug-in.
• By setting a default value on the Billing Day of Month picklist.

In some situations, account for proration impacts when aligning amended order products to the original order product’s Last Charge to Date.

By default, the Align to Original Order Product field is set to Do not align amended Order Product. See Aligning Billing Dates for Amended Order Products.