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Changing the Billing Day of the Month for Usage Products
When you change the billing day of the month for a usage order product, the order product’s first usage summary covers a partial billing period. This way, Salesforce Billing can align the second usage summary to the new billing day of the month. If you change the order or order product’s start date so that its day value is different from the order product’s billing day of the month, the first usage summary covers a partial billing period for the same reason. To avoid partial period usage summaries, set your billing day of the month to the same day value as your order product’s start date. (Salesforce Billing Managed Package)
Let’s say you have a usage product whose start date is 01/15/21 and the billing day of the month is 15. By default, your usage summaries cover full periods.
| Usage Summary | Monthly | Quarterly | Annual |
|---|---|---|---|
| First usage summary | 01/15/21–2/14/21 | 01/15/21–04/14/21 | 01/15/21–01/14/22 |
Next, let’s look at a few examples of how changing the billing day of month, changing the start date, and changing both fields affects your order product for different billing frequencies.
Changing the Billing Day of the Month
Changes to the Billing Day of Month field value affects your order in different ways for the various billing frequencies.
- If you change the billing day of month on an Order record sucessfully, the usage summaries of all the associated order products will be deleted and new usage summaries are generated based on the billing day of month.
- If you change the Billing Day of Month field value to 1. In this case, the first usage summary covers a partial period so that the second usage summary can align with the new billing day of month.
| Usage Summary | Monthly | Quarterly | Annual |
|---|---|---|---|
| First usage summary | 01/15/21–01/31/21 | 01/15/21–01/31/21 | 01/15/21–01/31/21 |
| Second Usage Summary | 02/01/21–02/28/21 | 02/01/21–04/30/21 | 02/15/21–02/14/21 |
Changing the Start Date
Changes to the start date affects your order products in different ways for the various billing frequencies.
- If you change the start date of an order product, all usage summaries for that specific order product are deleted, and new usage summaries are generated based on the new start date.
- If you move the order product start date to 01/25/21, your first usage summary also
covers a partial period so that your second usage summary can align with the billing day
of month and cover a full period.
Usage Summary Monthly Quarterly Annual First usage summary 01/25/21–02/14/21 01/25/21–02/14/21 01/25/21–02/14/21 Second Usage Summary 02/15/21–3/14/21 02/15/21–05/14/21 02/15/21–02/14/22 - If you move the order and order product start dates to 01/01/21, your first usage
summary also covers a partial period.
Usage Summary Monthly Quarterly Annual First usage summary 01/01/21–01/14/21 01/01/21–01/14/21 01/01/21–01/14/21 Second Usage Summary 01/15/21–2/14/21 01/15/21–04/14/21 01/15/21–01/14/22
Changing the Start Date and Billing Day of the Month
If you change the billing day of month and order product start date, all existing usage summary records are deleted and new usage summaries are generated based on the billing day of month and the start date.
Now let’s see how you can align changes to the Start Date and Billing Day of Month fields to produce usage summaries for full periods. In this case, you’re changing the billing day of month to 1 and the order product start date to 02/01/21. This configuration causes the first usage summary to cover a full period, so all the subsequent usage summaries cover full periods as well.
| Usage Summary | Monthly | Quarterly | Annual |
|---|---|---|---|
| First usage summary | 02/01/21–02/28/21 | 02/01/21–04/30/21 | 02/01/21–01/31/22 |
