Create Billing Schedules manually on Invoice Plans with Salesforce Billing

Example Use Case: The Admin wants to control when Invoices are created for certain Order Products.

Record creation

1. Create an Invoice Plan.
   • Add an Invoice Plan Name.
   • The record is set to Active by default.
   • Set Billing Schedule Creation to 'Manual'.
   • Save the record.
2. Create a Billing Treatment.
   • Set New Order Invoice Plan to the Invoice Plan Name.
   • Populate required fields: Billing Treatment Name, Billing Rule, Billing Finance Book.
   • Set Cancellation Rule to LIFO (preferred) or Legacy.
   • Save the record.
3. Locate a Product record that will be invoiced using a Billing Schedule.
   • Set Billing Frequency to 'Invoice Plan'.
   • Set Billing Rule for the newly created treatment.
   • Save the record.
4. Generate an Order.  
   • Activate the Order.
   • Locate an Order Product number.
   • NOTE: Order Product field 'Next Billing Date' remains Null.
5. Create a Billing Schedule on the Order Product's related list.
   • Click New
   • Add a Billing Schedule Name.
   • Apply an Amount to be invoiced for the Billing Schedule.
   • Set the Source field to 'External' to identify that the Billing Schedule was created by a user.
   • Save the record.
6. Create one or more Billing Transactions.
   • NOTE: Order Product 'Next Billing Date' inherits the date from its associated Billing Transaction 'Billing Target Field'.
   • Click New Billing Transaction from the Billing Schedule's related list.
   • Add a Billing Transaction Name.
   • Set Status to 'Pending'.
   • Define a Billing Target Date that will align to an Invoice Scheduler (or the date you plan to 'Bill Now' on the Order).
   • Add the amount to be billed.
   • Save the record.
7. Create additional Billing Schedules as needed for Order Products.
   • Save the records.

Workflow

1. Invoice the Order or Order Product record.
   • The Invoice can be generated using Bill Now on the Order, or using an Invoice Scheduler with the Invoice Target Date equal to that of the Billing Transaction record.
2. An Invoice is created for the record.
   • The Billing Schedule used for the transaction is added to the Order Product related list. 
   • The Invoice Line is added to the Order Product related list.
   • The Billing Schedule on the Invoice Plan related list shows Number of Billed Billing Transactions has been incremented.

NOTE:

• If the Billing Transactions have a Billing Target Date before the Order Product Start Date, Bill Now invoices all Transactions before the Start Date instead of just the earliest one.
• Manual Billing Schedules can only be created after the Order Product is "Activated". Creating a Billing Schedule prior to Order Activation will result in an error.