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Billing Frequency
A product's billing frequency determines how often Salesforce Billing bills an order product. When you order a quote, your order products inherit the billing frequency of their parent products. You can also leave a product's billing frequency blank and set the order product's billing frequency manually or through automation. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
The Billing Frequency field has these options.
- Monthly
- Quarterly
- Semiannual
- Annual
- Invoice Plan
The product is the first record to hold a billing frequency. Quote lines inherit billing frequency from their parent product, and order products inherit billing frequency from their parent quote line. However, you can also use process builders or workflow rules to group or change billing frequencies on any record.
The billing frequency on its own doesn't control when Salesforce Billing invoices an order product. However, we use it along with several other fields to calculate each order product's next billing date. When a sales rep orders a quote line, Salesforce Billing calculates the order product’s initial next billing date based on its charge type, billing type, and billing day of month fields. Then, when a user, workflow, or invoice run first invoices an order, Salesforce Billing compares each order product's next billing date with the invoice's target date. If the next billing date falls on or before the target date, Salesforce Billing makes an invoice line for that order product.
After an order product has been invoiced once, Salesforce Billing uses the order product’s billing frequency to calculate the upcoming next billing date. After each invoice, Salesforce calculates a new next billing date using the billing frequency until the order product has been invoiced for its final billing period. Let’s look at a few examples.
| Next Billing Date (Before First Invoice) | Billing Frequency | Next Billing Date (After First Invoice) |
|---|---|---|
| March 10 | Monthly | April 10 |
| March 10 | Quarterly | June 10 |
| March 10 | Semiannual | September 10 |
If you change the billing frequency of an activated order product, it can result in unpredictable outcomes and errors. Instead, deactivate the order product, update the billing frequency, and then reactivate the order product. If there are invoice lines for the order product, the invoice must be canceled and rebilled before you deactivate the order product. If you can't cancel and rebill the invoice, amend the contract and replace the order product.
When you change the billing frequency from Invoice Plan to a periodic frequency, set all billing transactions to Canceled or delete the billing schedule. Also, if the next billing date is incorrect, correct the override next billing date.
When you change the billing frequency from a periodic frequency to Invoice Plan and the next billing date is incorrect, correct the override billing target date of the first billing transaction. This change automatically updates the next billing date.
