You are here:
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)
Required Editions
| Available in: All Salesforce Billing Editions |
Important Standalone order products and order products made in Salesforce CPQ can't
be on the same order.
- Managing the Billing Day of Month
Salesforce Billing uses the order’s billing day of month to calculate the next billing date for each of the order’s recurring order products. (Salesforce Billing Managed Package) - Legal Entities
Legal entities represent a way a structure is organized. For example, a company could create two legal entities to represent their American and APAC branches. Each legal entity record relates to a billing, tax, revenue recognition, and general ledger treatment for an order product or order product consumption schedule. (Salesforce Billing Managed Package) - Billing Accounts
Billing accounts represent the organization that you're charging for products and services sold. Sometimes, businesses may use one account for quoting and ordering, and a different account to receive and pay invoices. The order product field Billing Account lets you override the default account inherited from the quote. (Salesforce Billing Managed Package) - Recurring Billing for Subscription Products
Salesforce Billing invoices subscription products repeatedly over time. You can control when and how frequently they’re invoiced. (Salesforce Billing Managed Package) - Grouping Order Products into Invoices
Salesforce Billing creates invoices for different groups of order products based on several order and order product fields. This process is useful for invoicing certain types of order products separately from your other order products. It’s also useful if your account managers want one invoice record for all their orders. (Salesforce Billing Managed Package) - Billing Frequency
A product's billing frequency determines how often Salesforce Billing bills an order product. When you order a quote, your order products inherit the billing frequency of their parent products. You can also leave a product's billing frequency blank and set the order product's billing frequency manually or through automation. (Salesforce Billing Managed Package) - Advance and Arrears Billing
When configuring your products for billing, consider when you want to invoice the customer for the product and the specific date range and time period for that invoice. The product’s Billing Type field lets you define when Salesforce Billing bills a product or service relative to when you provide it to the customer. Advance billing invoices a product or service before you provide it, while arrears billing invoices a product or service after you provide it. Salesforce Billing evaluates billing type when calculating an order product’s next billing date. (Salesforce Billing Managed Package) - Payment Terms
A payment term represents the period of time customers have to pay for an invoiced order product. You can select a payment term on a quote, which flow to the resulting order and all its order products. You can also select an order's payment term on your own before invoicing the order. When you invoice the order, Salesforce Billing uses the order's payment term to calculate the invoice's due date. (Salesforce Billing Managed Package) - Billing Dates
Salesforce Billing uses dates to control order product eligibility to invoice, date range to invoice and aligning amendment orders to create single invoices. Each date field fulfills a distinct role throughout the ordering and invoicing process. Many of these date fields also impact the values held in other fields on one or more objects. Understanding these dates and the automation behind them lets you control when an invoice is created, which lines it will generate, and what period of these lines should be billed. (Salesforce Billing Managed Package) - Proration in CPQ Order Products
Salesforce Billing uses a prorate multiplier and other billing fields to calculate the order product’s billable unit price. Order products inherit the prorate multiplier of their parent quote lines. The order product’s prorate multiplier stays unchanged throughout a standard order. (Salesforce Billing Managed Package) - Set Up Standalone Orders
Manage your orders and order products in Salesforce and Salesforce Billing without first creating a CPQ quote. We call this type of order a standalone order. They’re useful if you manage your quotes and opportunities in an external platform but plan to use Salesforce Billing for order management and billing. (Salesforce Billing Managed Package)
Did this article solve your issue?
Let us know so we can improve!
