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Manage Your Billing Processes with Salesforce Billing
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            Invoice Plans for Custom Billing Frequencies

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            Invoice Plans for Custom Billing Frequencies

            Use invoice plans to create billing schedules that don’t follow standard billing frequencies such as monthly or quarterly. For example, you could make your first transaction ten days after the sale, and your second transaction two months after that. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later.
            Example
            Example Your organization provides server mainframe installation and management. Your sales rep sold these services for $25,000 to a customer on 01/01/18, with an agreement to invoice the sale as follows.
            • 40% up front
            • 25% after 25 days
            • 15% after 70 days
            • The remaining balance after 3 months
            Create an active invoice plan that bills on order product activation. The invoice plan contains the following invoice plan lines.
            Invoice Plan Lines
            NameTypePercentageCommencement Date OffsetCommencement Date Offset UnitsProcessing Order
            Initial Payment Percent 40 0 Days 1
            Second Invoice Percent 25 25 Days 2
            Third Invoice Percent 15 70 Days 3
            Remainder Remainder None 3 Months 4
             
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