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Manage Your Billing Processes with Salesforce Billing
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            Grouping Order Products into Invoices

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            Grouping Order Products into Invoices

            Salesforce Billing creates invoices for different groups of order products based on several order and order product fields. This process is useful for invoicing certain types of order products separately from your other order products. It’s also useful if your account managers want one invoice record for all their orders. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing 8.0 and later

            When your invoice run evaluates an order, it checks several fields when deciding how to group order products as invoice lines on an invoice.

            • By default, the invoice run groups order products by their matching Billing Account fields.
            • If the order product billing account is null, the invoice run uses the order’s Billing Account field.
            • If the order’s billing account is null, the invoice run uses the order’s Account field.

            If the billing account has order products with different payment terms, it then groups the order products by matching payment terms.

            You can define more levels of grouping with the order product’s Invoice Group field. After your invoice run groups order products by their billing account and payment terms, it then considers the order’s invoice grouping.

            Contract Number
            Order products are grouped by matching contract numbers. Salesforce Billing references the contract number on the order product’s originating subscription record.
            Order
            Salesforce Billing places all of this order’s order products on the same invoice.
            Order PO Number
            Order products are grouped by matching order PO numbers.
            Legal Entity
            Order products are grouped by matching legal entities.
            Separate Invoice
            Every order product on this order is placed into a separate invoice.
            Invoice Group ID
            Users can create a custom Invoice Group ID field. Salesforce Billing groups order products by matching invoice group ID values.

            Finally, if any order products in your group have different currencies, each combination of the invoice group field and a currency type receives a separate invoice.

            • Create Invoice Group IDs
              Salesforce Billing offers a way to customize invoice groups so that customers can bill order products matching certain criteria. This process is useful for separating invoices that don’t share the same billing or payment terms. It’s also helpful for combining several order products into one invoice. By defining an Invoice Group ID, you get to control how and when you invoice an order product. (Salesforce Billing Managed Package)
            • Billing Rule Amendment Settings
              Use billing rules to adjust billing dates following amendments to recurring service plans. (Salesforce Billing Managed Package)
            • Consolidating Order Products to One Invoice Line
              Salesforce Billing can combine the data from an order product and a revised order product into one invoice line. This feature is useful if you invoice a recurring order product, amend it, and must account for the amended order product on future invoices. (Salesforce Billing Managed Package)
             
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