Understanding Billing Schedule Creation and Invoice Generation in Revenue Cloud Billing

Resolution

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