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System Changes to Order Dates
Salesforce Billing updates order billing dates in response to system actions such as invoicing and amending. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
- Invoicing the Order
- Invoicing an order doesn’t change any of the order or order product’s dates. However,
posting the invoice does change a few order product dates
- Last Charge to Date: Updates to the most recently posted invoice line’s end date.
- Next Charge Date: Updates to the day after the order product’s last charge to date.
- Next Billing Date: Updates based on the order’s billing day of month, billing frequency, and billing type. If the Override Next Billing Date field has a value, Salesforce Billing uses that date instead. For more information, check out Understanding Next Billing Date.
- Amending the Order
- Amendment orders evaluate CPQ package settings and the order’s Billing Day of Month field to determine order product start and end dates. For example, if your CPQ package setting for Order Start Date is Today, then any orders created from your amendment quote use the date of creation as their start date.
- When you cancel a quote line on an amendment, the resulting order product inherits its terminated date from the canceled subscription record’s terminated date. Salesforce Billing doesn’t create invoice lines or invoice charges for an order product from its terminated date onward. If the order product bills in advance, Salesforce Billing creates a credit invoice for the period from the termination date through the day before the next charge date.
- You can further customize amendment dates by using the billing rule’s Amendment Bill Cycle Date Alignment field. This field lets you configure amended subscription order products to set their next charge date and next billing date to their original order product’s next billing date. For more information check out Aligning Charge Dates for Amended Order Products.
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