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Manage Your Billing Processes with Salesforce Billing
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            Canceling Order Products with Invoice Plans

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            Canceling Order Products with Invoice Plans

            If your billing treatment looks up to a new order invoice plan, it also requires a cancellation invoice plan. When you cancel an order product covered by a billing treatment with these two lookups, Salesforce Billing makes a billing schedule and billing transactions based on your cancellation invoice plan. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ‘19 and later

            Your cancellation invoice plan lines don’t have to match the setup of your new order invoice plan lines. For example, let’s say you had the following values for your new order invoice plan.

            New Order Invoice Plan
            Type Percentage Commencement Date Commencement Date Offset Commencement Date Offset Units
            Percent 40 Order Product Activation 1 Months
            Percent 40 Order Product Activation 2 Months
            Remainder null Order Product Activation 3 Months

            You could use different values for your cancellation order plan, such as the following.

            Cancellation Invoice Plan
            Name Type Percentage Commencement Date Commencement Date Offset Commencement Date Offset Units
            60% Percent 60 Order Product Activation 1 Months
            Remainder Remainder null Order Product Activation 6 Weeks

            If your cancellation order product had a value of -$2000 and used this cancellation invoice plan, your billing transactions would have the following values.

            Billing Transactions
            Name Quantity Amount To Be Billed
            60% -1 -$1200
            Remainder -1 -$800
            Important
            Important Amending invoice plans with cancel order products is not supported.
             
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