Loading

Flat-Amount Invoice Plan Lines Unsupported and Billing Schedules Not Created for Waterfall Billing

Publish Date: May 28, 2026
Description

This article explains why invoice plan lines with Type = Flat Amount do not generate billing schedules or billing transactions in Salesforce Billing.

Although Flat Amount remains available on the Invoice Plan Line Type picklist for backward compatibility, Salesforce Billing (Spring ’18 and later) supports only Percent and Remainder line types for standard and dynamic invoice plans.

Common symptoms include:

  • "Invoice plan lines for flat amounts aren't supported as of Salesforce Billing Spring '18'"
  • No billing schedules created after order product activation

To configure fixed installment or waterfall billing, use Percent invoice plan lines with commencement offsets and a final Remainder line if needed.

If billing schedules are still not created with valid Percent lines, verify that:

  • Billing Frequency = Invoice Plan
  • Billing Treatment references an Invoice Plan
  • Service Period Start/End are properly configured
  • Charge Type = Recurring (invoice plans are not supported for one-time charges)
Resolution

Resolution

Use Percent and Remainder invoice plan lines with commencement offsets to configure fixed-amount installment billing. Do not use Flat Amount as the invoice plan line Type.

Cause 1: Invoice Plan Line Type = Flat Amount

  1. Open the Invoice Plan and review the Invoice Plan Lines.

  2. Change all lines with Type = Flat Amount to Percent.

  3. Enter the required percentage for each installment.

    • Example: For a $100,000 order billed at $10,000 per month, use three lines with 10% each and a final Remainder line.

  4. Set:

    • Commencement Date = Order Product Activation

    • Commencement Date Offset Units = Months

  5. Configure offsets sequentially:

    • Line 1 = 0

    • Line 2 = 1

    • Line 3 = 2

  6. Set Processing Order sequentially (1, 2, 3, etc.).

  7. Set Service Period Start and End to values other than Create Without Date.

  8. Save the invoice plan lines.

Cause 2: No Billing Schedules Created After Order Product Activation

Verify the following configuration:

  • Product Charge Type = Recurring

  • Billing Frequency = Invoice Plan

  • Billing Treatment references the correct Invoice Plan

  • Invoice Plan is Active

  • Billing Schedule Creation = Order Product Activation

  • Billing Rule is correctly assigned to the product or order product

After updating the configuration, deactivate and reactivate the order product to regenerate billing schedules.

Known Limitation

If Percent lines do not total 100% and no Remainder line exists, billing transactions may not generate invoices (Known Issue KI-07985).

Workaround:
Add a Remainder invoice plan line and adjust its commencement date when ready to invoice the remaining amount.

Knowledge Article Number

005385155

 
Loading
Salesforce Help | Article