Changing the Billing Day of Month for Standard and Recurring Products

A one-time order product’s next billing date inherits the order product’s start date. Recurring order products use the order’s billing day of month differently if the order product is billed in advance or billed in arrears. (Salesforce Billing Managed Package)

For order products billed in advance, Salesforce Billing evaluates the order’s billing day of month and chooses the nearest date with that number on or before the order product’s start date. For example, if the order product’s start date is January 1, and the order’s billing day of month is 15, your order product’s next billing date is December 15.

For order products billed in arrears, Salesforce Billing evaluates the order’s billing day of month and chooses the nearest date with that number after the order product’s start date. It then evaluates the product’s billing frequency. For example, if the order product’s start date is January 1, the billing day of month is 14, and the billing frequency is quarterly, the next billing date becomes April 14.

Example Your order has a billing day of month set to 20. It contains the following order products.

Name	Charge Type	Billing Type	Billing Frequency	Order Product Start Date	Next Billing Date
Cloud threat detection	Recurring	Advance	Monthly	04/01/18	03/20/18
Security suite	Recurring	Arrears	Monthly	04/01/18	04/20/18
Server tower	One-time	None	None	04/01/18	04/01/18

Your invoice scheduler launches an invoice run with a target date of 03/15/18, which produces an invoice with the same target date. Remember, invoices include order products if the invoice’s target date falls on or before the order product’s next billing date. Your resulting invoice has invoice lines for cloud threat detection and the server tower.

However, let’s say you changed your order’s billing day of month to 30 before the scheduler launched its invoice run. In this case, your scheduler picks up only the server tower for an invoice line on the resulting invoice.

Name	Charge Type	Billing Type	Billing Frequency	Order Product Start Date	Next Billing Date
Cloud threat detection	Recurring	Advance	Monthly	04/01/18	03/30/18
Security suite	Recurring	Arrears	Monthly	04/01/18	04/30/18
Server tower	One-time	None	None	03/01/18	03/01/18

Customers can have concerns if they expect an invoice that contains lines for the server tower and the cloud threat detection subscription. To avoid these issues, always make sure you’re aware of how changing an order’s billing day of month affects the next billing date of the related order products.