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Preparing Your Salesforce Org for Billing
Salesforce Billing allows you to automate the billing process and keep detailed records of your transactions. You can set up several product fields and rules to guide the automation. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
The billing process begins when you invoice your order. When this action occurs, Salesforce Billing creates an invoice record that contains invoice lines for each of your products. We call the act of creating an invoice from an order a “transaction.” The invoice lines and revenue schedules created from an invoicing action are called “transactional records.”
When you’re preparing your org for billing, consider key billing processes.
Manage the Creation of Transactional Records
Salesforce Billing contains several rules that define when and how it creates your transactional records. You define lookups to these fields on your product, which pass their values to your order products when you order a quote. Many order products can look up to the same rule. This process allows you to group order products under one rule based on how you want Salesforce Billing to handle them. Rules answer the following questions.
- Billing Rule
- Should Salesforce Billing create an invoice line for this order product? If so, how should the invoice line’s pricing and date values reflect billing periods, billing dates and billing cycles?
- Tax Rule
- Should Salesforce Billing apply tax to this invoice line?
- Revenue Recognition Rule
- Should Salesforce Billing create a revenue schedule for this invoice line?
Keep Records of Your Transactions
Modern legal standards also require that vendors keep detailed records of their transactions. Salesforce Billing provides two recordkeeping objects to help you with these processes.
- Finance Books
- Store lookups to all the transactional records that occurred during one or more user-defined periods.
- GL Accounts
- All your transactional records have lookup paths that end on the GL Account. This lets the GL Account act as an “endpoint” object that contains relationships to certain types of transactional records. You can export your Salesforce Billing GL Account data into an external general ledger management system for easy general ledger data organization.
The GL Rule creates the relationships between your transactional record and a GL account.
Apply More Actions to Your Transactional Records
Rules also contain treatments. A treatment is an object containing a set of actions that you can apply to or lookups you can define for the order products that your rule evaluates. Salesforce Billing applies a treatment to an order product if the treatment and the order product have a matching legal entity.
Your rule can contain multiple treatments. This setup lets you group order products under one rule, then apply different treatments to subsets of that group. All treatments define the finance book and GL account that reference the transactional record the treatment is evaluating. The tax GL, and revenue recognition treatments define a few other actions.
- Tax Treatment
- Which tax integration receives Salesforce Billing data for tax calculation?
- Revenue Recognition Treatment
- When does Salesforce Billing make the revenue schedule, and how does Salesforce Billing spread revenue over a set time period?
- GL Treatment
- Which GL Accounts have relationships to the tax, billing, and revenue information for this transaction?
- Aligning Your Org to Accounting and ERP Systems
Salesforce Billing lets you pass transactional data such as invoice lines, payments, and adjustments to an ERP system for reporting and revenue recognition. You can follow several guidelines for treating Salesforce Billing data to ensure a clean handoff to your accouting and ERP systems. (Salesforce Billing Managed Package) - Defining Rules and Treatments
Salesforce Billing uses rules and treatments to group records for evaluation and take action on specific records within that group based on matching values. After Salesforce Billing performs certain actions, it evaluates all records that share the same rule and applies general changes to those records based on the rule’s settings. The rule also contains treatment records, which allow Salesforce Billing to apply more specific changes. Salesforce Billing applies a treatment to one of the groups’s records only if the record and the treatment have the same legal entity. (Salesforce Billing Managed Package) - Dynamic Invoice Plans
Define an invoicing plan with custom amounts and billing frequencies. (Salesforce Billing Managed Package) - Setting Up Usage Products
Salesforce Billing provides several options for customizing pricing for your usage products. You can define minimum-usage fees, included amounts and overages, and price usage based on volume or tiered price levels. (Salesforce Billing Managed Package) - Guidelines for Using Salesforce Billing with Multicurrency Enabled
Review important guidelines for working with Salesforce Billing with multicurrency enabled. (Salesforce Billing Managed Package) - Billing Account Fields
Salesforce Billing provides custom managed fields for the account object. (Salesforce Billing Managed Package) - Automation in Salesforce Billing
Automating Salesforce Billing processes, such as activating orders and posting invoices, helps streamline cash collection for customers. It also lowers the potential for errors from users making a mistake during manual process configuration. When you work with automated processes, we recommend reviewing when your managed package automation starts and finishes, so that it doesn't interfere with custom implemented record updates. (Salesforce Billing Managed Package)
