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Manage Your Billing Processes with Salesforce Billing
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            Managing Invoice Lines Related to Your Assets

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            Managing Invoice Lines Related to Your Assets

            An asset contains several fields and relationships to help you track how often and for how much you’ve invoiced a customer. You can create a relationship by adding an asset to the order product’s Lifecycle-Managed Asset field. The asset’s Invoice Line Balance field shows the sum of the Balance fields on the posted invoice lines related to the asset. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer ’20 and later

            The invoice line’s Asset field inherits the value of the parent order product’s Lifecycle-Managed Asset field.

            You can update the Lifecycle-Managed Asset field using a process or workflow rule. Your Lifecycle-Managed Asset value doesn’t have to be the same as the order product’s Asset field.

            Salesforce CPQ uses the Asset field for CPQ features, such as contracting and amendments. Salesforce Billing uses the Lifecycle-Managed Asset field for Billing features, such as invoicing.

            These fields aren’t included in page layouts by default. To display a field to your users, add it to a page layout.

            • Lifecycle-Managed Asset field on Order Product
            • Invoice Line Balance field on Asset
            • Asset field on Invoice Line
             
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