You are here:
Requirements for Standalone Termed Recurring Order Products
Create a termed recurring order product in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’21 and later |
Required Fields
| Field | Value |
|---|---|
| Billing Frequency | Monthly, Quarterly, Semiannual, or Annual |
| 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 | Required for invoice runs or Bill Now to pick up the order product for invoicing. We recommend calculating a value based on the formula described in Recurring Billing and Billable Unit Price. |
| Billing Frequency | Monthly, Quarterly, Semiannual, or Annual |
| Billing Rule | Get value from product |
| Billing Type | [Required] |
| Charge Type | Recurring |
| Default Subscription Term | [Required] |
| End Date | [Required] |
| Order | [Required] |
| Ordered Quantity | [Required] |
| Quantity | [Required] |
| Revenue Recognition Rule | Get value from product |
| Service Date | [Required] |
| Status | Draft |
| Tax Rule | Get value from product |
| Unit Price | [Required] |
Did this article solve your issue?
Let us know so we can improve!
