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Understanding Billing Schedule Creation and Invoice Generation in Revenue Cloud Billing

Udgivelsesdato: Jan 5, 2026
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You may often have questions about how billing works in Revenue Cloud Billing, such as:

  • What triggers the creation of Billing Schedules and Billing Schedule Groups?

  • Which Billing Schedules are eligible for invoicing?

  • How are invoices grouped when multiple Order Products exist?

  • What are the supported ways to generate invoices?

  • How can invoices be generated manually or through integrations?

This article explains the end-to-end billing flow in Revenue Cloud Billing, from Order activation to invoice generation. It clarifies the triggering points for Billing Schedule creation, the high-level invoice grouping logic, and the different methods available to generate invoices, helping you to understand the standard billing behavior and avoid common confusion.

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Billing Schedule Creation – Triggering Point

Billing Schedules and Billing Schedule Groups are automatically created when an Order is activated.

Key points:

  • Upon Order activation, the Order to Billing Schedule API is invoked automatically.
  • The API creates Billing Schedules and Billing Schedule Groups for eligible Order Products.
  • Non-activated Orders do not create Billing Schedules and cannot be billed.
  • Order Products where Billing Treatment → Exclude from Billing = Yes do not generate Billing Schedules.

Invoice Grouping Logic

Order Products that share the same Account, Currency, and Payment Term are grouped together and billed as a single invoice.

For detailed invoice grouping behavior and configuration options, refer to the official Salesforce Help article:
👉 https://help.salesforce.com/s/articleView?id=ind.billing_schedule_invoice_grouping.htm&type=5

Invoice Generation Methods

Revenue Cloud Billing supports multiple ways to generate invoices.

Method 1: Billing Batch Scheduler

The Billing Batch Scheduler generates invoices automatically based on the configured schedule.

How it works:

  • The scheduler runs based on the configured schedule.
  • It selects eligible Billing Schedules.(BillingSchedule.NextBillingDate ≤ Target Date)
  • Invoices are generated from the associated Billing Schedules.


Method 2: Generate Invoice from Order

Users can manually generate invoices directly from an Order using the Generate Invoice action, without waiting for a scheduled batch run.

Common use cases:

  • Immediate invoicing
  • Manual invoice generation

Method 3: Generate Invoice from Account

Users can also generate invoices directly from the Account using the Generate Invoice action.

This allows invoicing across eligible Billing Schedules associated with the account.

Method 4: Invoice Generation / Ingestion API

The Invoice Ingestion API allows customers to bring in externally generated invoices or create new invoices without having to create billing schedules or billing schedule groups

Use cases:

  • Integration with external or third-party billing systems
  • Automated invoice creation via API
  • Migrating invoices from external systems

https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/connect_resources_invoices_ingestion.htm

Vidensartikelnummer

005239227

 
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Salesforce Help | Article