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Manage Your Billing Processes with Salesforce Billing
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            Manual Changes to Order Dates

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            Manual Changes to Order Dates

            You can update certain order and order product dates during the bill cycle. However, changes to the order product’s start, end, or next charge dates can impact order and order product price calculations. Before manually changing any order or order product dates, make sure that you understand the results of your change. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Mid-Cycle Updates to Orders and Order Products
            Changing Order Field Updates Order Product Field
            Billing Day of Month Next Billing Date
            Start Date
            • Start Date
            • End Date
            • Next Charge Date
            Changing Order Product Field Updates Order Product Field
            Start Date
            • End Date
            • Next Charge Date
            End Date
            • Start Date
            • Next Charge Date
            Using Process Automation to Update Billing Dates
            You can use process builders or workflow rules at the order product level to change invoicing dates before invoice generation. We recommend using automation to impact the order product’s Override Next Billing Date or Bill Through Date Override fields. If you want to update the order product start, end, or next charge date, we recommend doing so before or after price calculation to avoid errors.
            • Override Next Billing Date: When this field has a value, invoice schedulers use this date rather than the next billing date. After the resulting invoice posts, Salesforce Billing clears this field. This field allows users to create invoices based on custom billing dates. For more information, check out Override Next Billing Date.
            • Bill Through Date Override: When Bill Now or an invoice scheduler picks up the order product for an invoice, Salesforce Billing creates one invoice line for the entire billing period up to and including the value of Bill Through Date Override. For more information, check out Bill Through Date Override.
            Using processes to directly change invoice and invoice line dates isn’t best practice — doing so results in an Error status on the related order product’s Invoice Run Processing Status field, and Salesforce Billing won’t create invoice lines for other lines on the invoice. Instead, we recommend controlling all invoice and invoice line dates at the order and order product level.
             
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