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Managing the Billing Order
The order record defines important fields about when and how Salesforce Billing invoices your order products. While many of these fields are set by default based on package settings, rules, and treatments, you can also edit them based on your business needs. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
- Order Setup
Salesforce CPQ lets you configure and customize important billing fields on the order, allowing for a wide range of control over the invoicing process. (Salesforce Billing Managed Package) - Overriding Billing Dates
Salesforce Billing allows you to temporarily change important billing dates on your order products. These features help you control the timing and duration of invoice generation for your customers. (Salesforce Billing Managed Package) - Order Creation and Activation
Salesforce CPQ runs several validations during the order creation and also following order activation. You have different options for adjustments based on your order’s activated status. (Salesforce Billing Managed Package) - Billing Status Fields
Review key status fields to track the position of order products and usage summaries in their billing lifecycles. They’re useful if you’re unsure whether an order product or usage summary has been invoiced or is available for invoicing. (Salesforce Billing Managed Package) - Proration with Invoices
Salesforce Billing uses proration to calculate balances for invoice lines that cover partial billing periods. The invoice line field Calculated Quantity performs a similar function to the quote line and order product’s Prorate Multiplier fields. (Salesforce Billing Managed Package) - Billing and Invoice Cancellation
Salesforce Billing provides several ways to manage canceled invoices or order products that you cancel during the billing process. (Salesforce Billing Managed Package) - Aligning Proration Between CPQ and Billing
When you use CPQ and Billing together, we recommend aligning CPQ’s Subscription Proration Precision with Billing’s Proration Type. Otherwise, the proration methods can cause unwanted differences between an invoice line’s balance and the customer’s expected billings based on the product’s price. (Salesforce Billing Managed Package) - Align CPQ and Billing Cancellation Based on Billing Periods
Salesforce CPQ and Salesforce Billing use different formulas to calculate proration periods. Depending on your order product’s billing fields, Salesforce Billing sometimes splits your order product’s overall term into more or fewer proration periods than were used in CPQ. When you cancel an order product when CPQ and Billing use different proration periods, a pending balance sometimes remains. If you want to avoid pending balances when you cancel an order product, align CPQ and Billing to use the same proration periods. (Salesforce Billing Managed Package) - Troubleshooting Proration Issues
When you’re working with proration in CPQ and Billing, review some important guidelines to ensure that your proration values align and deliver expected results. (Salesforce Billing Managed Package) - CPQ Billing Field Mapping
Salesforce CPQ includes several important billingfields that map between products, quotes, orders, quote lines, and order products. Review these fields to understand data flow and the implications of overriding fields. (Salesforce Billing Managed Package) - Billing Order Fields
The Order object contains fields for both the CPQ and the Billing packages. API names for Billing package fields use the blng__ prefix. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce Billing Managed Package)
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