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Manage Your Billing Processes with Salesforce Billing
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            Billing Dates

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            Billing Dates

            Salesforce Billing uses dates to control order product eligibility to invoice, date range to invoice and aligning amendment orders to create single invoices. Each date field fulfills a distinct role throughout the ordering and invoicing process. Many of these date fields also impact the values held in other fields on one or more objects. Understanding these dates and the automation behind them lets you control when an invoice is created, which lines it will generate, and what period of these lines should be billed. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Order and Order Product Dates
            If the CPQ package setting Default Order State Date has a value of Today, the Order Start Date defaults to the day the order is created. If it has a value of Quote Start Date, it defaults to the start date of the primary quote that created the order. Sales reps can also override the default value by entering an order start date manually after clicking Create Order.
            An order product’s start date depends on its charge type.
            • One-Time: Salesforce CPQ counts the days between the quote’s start date and the quote line’s start date, then adds them to the order’s start date. If the quote line’s start date is before the quote’s start date, the order product inherits the quote’s start date.
            • Recurring and Usage: Recurring order products inherit the start date of their parent order by default.
            Order Product Quote Start Date Quote Line Start Date Charge Type Order Start Date Order Product Start Date Billing Day of Month
            A 07/01 null One-Time 07/10 07/10 10
            B 07/01 07/03 One-Time 07/10 07/12 10
            C 07/01 06/25 One-Time 07/10 07/10 10
            D 07/01 null Recurring or Usage 07/10 07/10 10
            E 07/01 07/03 Recurring or Usage 07/10 07/12 10
            • Invoice Dates
              Users can create invoices from orders using either the order’s Bill Now checkbox, or an invoice scheduler to automate invoice creation. These two methods have slightly different effects on how dates convert from the order and order products to an invoice and invoice lines. (Salesforce Billing Managed Package)
            • System Changes to Order Dates
              Salesforce Billing updates order billing dates in response to system actions such as invoicing and amending. (Salesforce Billing Managed Package)
            • Manual Changes to Order Dates
              You can update certain order and order product dates during the bill cycle. However, changes to the order product’s start, end, or next charge dates can impact order and order product price calculations. Before manually changing any order or order product dates, make sure that you understand the results of your change. (Salesforce Billing Managed Package)
            • Understanding Next Billing Date
              Salesforce Billing evaluates two key date fields during invoice line generation: Next Billing Date on the order product, and Invoice Target Date on the invoice. When a user, workflow, or invoice scheduler invoices an order, active order products with a next billing date on or before the invoice target date are included on the invoice. (Salesforce Billing Managed Package)
            • Aligning Billing Dates for Amended Order Products
              When you order an amendment quote, the next billing dates and charge dates of the amendment order products can be different from the dates of the original order products. In some cases, these differences can cause the amended order products to invoice separately from the original order products. However, Salesforce Billing provides several date alignment options if you want to send out only one invoice for the original order products and amended order products. (Salesforce Billing Managed Package)
             
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