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Manage Your Billing Processes with Salesforce Billing
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            Manually Create Finance Periods

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            Manually Create Finance Periods

            Finance periods store records of all your transactions within a certain timeframe. You can manually create finance periods of any date range by using the finance book's New Finance Period button. You can also create multiple finance periods at once by uploading them through a CSV file. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Revenue finance books support up to 180 finance periods. Accounting finance books don't have a finance period limit.

            1. From your finance book, go the Finance Periods related list and click New Finance Period.
            2. Give your finance period a name.
            3. Enter a period start date on the first day of the month that you want your finance period to cover.
            4. Enter a period end date on the last day of the same month as your start date.
            5. Set your period status.
            6. Optional: Set your finance period legal entity.
              A legal entity provides another way to filter transactions into your finance period. After filtering transactions that fall within your finance period’s dates, Salesforce Billing includes only transactions with legal entities that match your finance period’s legal entity. If your finance period doesn’t have a legal entity, Salesforce Billing filters by period date and then includes only the transactions that don’t have legal entities.
             
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