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Manage Your Billing Processes with Salesforce Billing
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            Schedule a Recurring Balance Snapshot Run

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            Schedule a Recurring Balance Snapshot Run

            Use the Balance Snapshot Scheduler to create a Balance Snapshot Run that analyzes your account’s invoices on a scheduled basis for past-due balances. Recurring snapshot runs ensure that you always have an accurate view of past-due invoices for an account. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later
            1. From the Balance Snapshot Schedulers object, click New.
            2. Provide a name for your balance snapshot scheduler.
            3. Choose Daily, Weekly, or Monthly for your scheduler’s Type field.
            4. Provide a start date and time for your scheduler to launch its first run, then save your changes.
            5. Click Save.
             
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