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Update Billing Schedule Groups

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Update Billing Schedule Groups

Update billing schedule group fields at any time. You can update the billing day of month, next billing date override, billing and shipping addresses, tax treatment, and the payment term of a billing schedule group.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license
User Permissions Needed
To update billing schedule groups:

Billing Admin permission set

OR

Billing Operations User permission set
  1. From the App Launcher, find and select Billing Schedule Groups.
  2. Open the Billing Schedule Group record that you want to update.
  3. Update the necessary fields.
  4. Save your work.
  • Bill Day of Month
    Bill day of the month is the day of the month on which a recurring billing process is scheduled to occur to generate invoices from billing schedules.
  • Next Billing Date Override
    The next billing date override overrides the next billing dates of all the billing schedules.
  • Billing Start Month
    The billing start month indicates the month when billing begins for an annual subscription. For example, if billing starts in January, the value is 1; if billing starts in June, the value is 6.
 
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