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Requirements for Standalone Invoice Plan Order Products
Create a standalone invoice plan order product in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’21 and later |
Salesforce Billing invoices standalone invoice plan order products only when the order product has a billing treatment with a New Order Invoice Plan value. You can configure your billing rules and legal entities so that Salesforce Billing assigns your order product a billing treatment. Or, you can create your order product, and then give it a billing treatment on your own.
Required Fields
| Field | Value |
|---|---|
| Billing Frequency | Invoice Plan |
| Billing Rule | [Required] |
| Charge Type | Recurring |
| Revenue Recognition Rule | [Required] |
| Tax Rule | [Required] |
| Field | Value |
|---|---|
| Account | [Required] |
| Effective Date | [Required] |
| Price Book | [Required] |
| Status | Draft |
| Field | Value |
|---|---|
| Billable Unit Price | When Enable Billing Order Validations is active, Salesforce Billing sets this value to zero for order products created with a billing frequency of Invoice Plan. |
| Billing Frequency | Invoice Plan |
| Billing Rule | [Required] |
| Billing Rule | Get value from product |
| Billing Treatment | [Must be a billing treatment with an active invoice plan] |
| Charge Type | Recurring |
| End Date | [Required] |
| Price Book Entry | [Required] |
| Quantity | [Required] |
| Revenue Recognition Rule | [Required] |
| Revenue Recognition Rule | [Get value from product] |
| Service Date | [Required] |
| Status | Draft |
| Tax Rule | [Required] |
| Tax Rule | [Get value from product] |
| Unit Price | [Required] |
See Also
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