Set a one-time custom billing date with the order product's Override Next Billing Date
field. This feature is useful if you want to control when your invoice schedulers pick up certain
order products for invoicing. (Salesforce Billing Managed Package)
Required Editions
Available in: All Salesforce Billing Editions
By default, invoice runs pick up order products when the order product’s Next Billing Date
field falls on or before the invoice scheduler’s target date. However, if the Override Next
Billing Date field contains a value, Salesforce Billing uses that date as the next billing date
instead. After Salesforce Billing creates the invoice line, it removes the Override Next Billing
Date value and calculates the new Next Billing Date.
Important Next Billing Date is a system field that users and admins shouldn't
change.
Example You sell a monthly music streaming subscription that bills in advance on the first of the
month. Your customer wants to cancel their subscription as of 05/01/2018.
Order Product: Music
Streaming Subscription
Billing Frequency: Monthly
Order Amount: 500
Charge Type: Recurring
Billing Type: Advance
Next Billing Date: 4/1/2018
Start Date: 4/1/2018
End Date: 3/31/2019
Set your Override Next Billing Date to 5/1/2018. When your invoice scheduler picks up the
order product on May 1, it produces an invoice line for month of March and April. That invoice
line contains two months worth of billing for your subscription.
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