Hold Billing

Set the order product field Hold Billing to Yes to hold or suspend billing. While Yes is active, Salesforce Billing keeps the order active but does not pick it up for billing until the hold is released. Release the hold by setting the Hold Billing field to No or null.

Hold Billing does not change the amount that is billed for the order product. Salesforce Billing creates an invoice as soon as an Order Product is no longer on hold.

Consider the distinction between when to activate an inactive order and when to hold billing. If your customer hasn’t received a PO number, you'd want to ask the following questions:

• Can you consider the order as a booking without getting the PO number?
• Should you track revenue for this order without having the PO number?

Answering yes to the above means that you have a hold billing scenario. Otherwise, you have an order activation process.

If an order product’s Hold Billing field is selected, Salesforce Billing will hold billing for the order product and all its usage summaries. Bill Now and invoice runs will not pick the order product or its usage summaries up for invoicing.