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Manage Your Billing Processes with Salesforce Billing
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            General Package Settings

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            3. Salesforce Billing

            General Package Settings

            The general package settings control the tax, date, and rounding options for Salesforce Billing. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Setting Definition
            Tax calculation is based on? Standard tax integrations use this address during tax calculation. Different addresses can cause higher or lower tax values based on your tax rates.
            Align Billing day of month to Order start date

            By default, an order product's Billing Day of Month field inherits the order's start date. If this setting is disabled, admins must set the order product's billing day of month, either manually or via automation.

            Also, when this setting is disabled, and there’s no automation to set it, sales reps can't select the Ordered field to create orders from opportunities or quotes. They can manually add the billing day of month by using the Create Order button before they save the order.
            Billable Unit Price Rounding The Billable Unit Price field rounds to six decimal places. Use this field to control whether Salesforce Billing rounds this value upward or downward when it ends in 5.
            Usage Rating Process based on

            Choose how to rate usage and usage summaries.

            By Process
            When you load usage to a usage summary, Salesforce Billing doesn’t automatically rate the new usage or recalculate the usage summary. Use the usageSchedulable Apex class instead to run rating and calculations on the usage summary. When you run usageSchedulable, Salesforce Billing rates only the usage summary based on its pricing and total usage quantity, it doesn’t calculate prices on the summary’s individual usage records.
            On Trigger
            When you load usage to a usage summary, Salesforce Billing automatically rates the new usage and recalculates the usage summary. If your usage summary uses range pricing, Salesforce Billing also rates all the summary’s other usage to determine whether the new usage moves the summary into a new pricing tier. If your usage summary uses slab pricing, Salesforce Billing evaluates the summary’s total quantity to determine a pricing tier for the new usage, then rates all the new usage that falls in that tier.

            If your summary uses range pricing, On Trigger rating sometimes causes long load times due to Salesforce Billing running the rating process every time a new usage is uploaded, especially for summaries with large quantities of usage. We recommend customers with range-priced usage summaries and large quantities to use By Process rating. We advise testing in your org to determine the acceptable load times and the usage rating method that meets your needs.

            Note
            Note When you use the On Trigger rating, you must load the usage records by using a single thread and a batch size of 1 to ensure correct processing of the record.

            See Usage Rating.
            Disable triggers Disables all triggers in the Salesforce Billing package. We recommend disabling triggers during data migrations or when deleting data from a sandbox org.
            Enable Debugs Show debug messages from the invoice batch process.
            Enable Billing Order Validations

            When this setting is enabled, these fields are required and validated.

            Required Fields for all Billing Order Products

            • SBQQ__ChargeType__c
            • BillingRule__c
            • RevenueRecognitionRule__c
            • TaxRule__c
            • ServiceDate
            • Quantity
            • UnitPrice

            Additional Fields Required for Subscription Products (Charge Type is Recurring)

            • SBQQ__BillingType__c
            • SBQQ__BillingFrequency__c

            Additional Fields Required for Cancellation Orders

            • SBQQ__RevisedOrderProduct__c
            • SBQQ__TerminatedDate__c
             
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