Managing Partial Periods When Using Bill Through Date Override

The Period Treatment for BTDO field has these values.

Separate

Create separate invoice lines for the partial period and any remaining full periods, and include Billing Day of Month when calculating the invoice line balances.

Combine

Combine the partial period and any remaining full periods into one invoice line, and include Billing Day of Month when calculating the invoice line balances.

Exclude Billing Day of Month

Combine the partial period and any remaining full periods into one invoice line, and ignore the billing day of month when calculating invoice line balances. This calculation process works the same as earlier versions of Salesforce Billing, where the partial period treatment was ignored for orders with a Bill Through Date Override.

Before we see how they affect your invoice lines, let’s look at the standard invoicing process for a sample order product. Your order product bills monthly with a Billing Day of Month of 10. It has a start date of 01/01/20, end date of 12/31/21, and unit price of $240. The standard invoicing process creates four invoice lines for the first three months.

Let’s say you added a Bill Through Override Date of 03/20/20 before invoicing. If you don’t have a value for your Period Treatment for BTDO field, Salesforce Billing creates one invoice line. Salesforce Billing also ignores the billing day of month, so the periods used to calculate the invoice line’s overall balance are prorated differently. These proration differences can cause unintended balances for users who expected the billing day of month to be included in invoice line balance calculation.

With a Period Treatment for BTDO value of Separate, Salesforce Billing creates separate invoice lines with the final period prorated according to the new bill through date override.

If your Period Treatment for BTDO value is Combine, Salesforce Billing uses the same four periods to calculate the invoice line balance, but wraps them all into one invoice line.

Note For some amendments, if your Period Treatment for BTDO value is Combine, and Bill Through Date Override is set past the terminated date, Salesforce Billing creates two invoice lines: one through the terminated date and one from the terminated date through the date in Bill Through Date Override.

If your value is Exclude Billing Day of Month, Salesforce Billing produces one invoice line but ignores Billing Day of Month during proration calculations. As a result, the invoice line balance varies based on your bill through date override, start date, and end date. In this example, the balance is the same as if you used Combine, though other date combinations can cause a different balance.

Using Exclude Billing Day of Month produces the same result as leaving the Partial Period for BTDO field blank.