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Manage Your Billing Processes with Salesforce Billing
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            Invoicing Usage Summaries with Price Schedules

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            Invoicing Usage Summaries with Price Schedules

            When you invoice a usage order product, Salesforce Billing evaluates its related usage summaries. If a usage summary's next billing date ends on or before the invoice's target date, Salesforce Billing includes that summary's usage data in the resulting invoice line. This way, all usage summaries that end before the invoice target date are billed on the invoice. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later

            For a detailed review of usage billing setup, check out Usage Rating and Processing.

            Important
            Important Usage summaries also have a next billing date, which Salesforce Billing uses instead of the related order product's next billing date. By default, the summary's next billing date inherits the value of the Summary End Date field. If the summary's Override Summary End Date field has a value, the next billing date uses that instead.

            Remember, a usage summary multiplies its unit price by its billed quantity to determine its unbilled subtotal. As Salesforce Billing invoices the usage summary, Salesforce Billing subtracts the invoiced balance from the unbilled subtotal and adds it to the invoice line's subtotal. This procedure lets you monitor how much of your usage summary has been billed. When invoicing finishes successfully, the invoice line has the original balance of the usage summary's unbilled subtotal, while the summary's current unbilled subtotal has been reduced to zero.

            Your invoice also line inherits its start date and end date from the usage summary's start date and end date.

            Important
            Important You can add usage to a usage summary only when the usage summary has a status of New. During and after billing, the summary can't receive further usage.
            Example
            Example Let's say you invoice a usage order product on 08/01/18. The invoice has a target date of 08/01/2018, and the order product contains the following usage summaries.
            Usage SummaryNext Billing Date
            US-001 07/31/18
            US-002 08/31/18
            US-003 09/30/18

            In this case, Salesforce Billing invoices only US-001. Let's look at that summary's billing details and see how they flow into the resulting invoice line.

            Usage Summary US-001 (Before Invoicing)
            Summary Start Date: 07/01/18
            Summary End Date: 07/31/18
            Unbilled Quantity: 5000
            Unit Price: $0.50
            Unbilled Subtotal: $2500
            Invoice Line for US-001
            Start Date: 07/01/18
            End Date: 07/31/18
            Subtotal: $2500
            Usage Summary US-001 (After Invoicing)
            Unbilled Quantity: 0
            Billed Quantity: 5000
            Unbilled Subtotal: $0
             
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