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Manage Your Billing Processes with Salesforce Billing
Create and automate your invoices, payments, and revenue with Salesforce Billing. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
Important
The Salesforce Billing managed package continues to be available for existing customers, however, there is no longer any new feature development. We will continue to provide support and services for the duration of your contract. You can also add more billing blocks to your Salesforce org during your current subscription term and renew existing subscriptions.
For a more comprehensive and robust Billing solution, we recommend exploring Billing in Revenue Cloud.
- Salesforce Billing Patch Notes
Salesforce Billing patch notes contain high-level reviews of bug fixes included in each generally available patch for a Billing package. We update patch notes after a new patch becomes generally available for a package. (Salesforce Billing Managed Package) - Salesforce Billing Installation
Manage the setup and installation of Salesforce Billing (Salesforce Billing Managed Package) - Salesforce Billing Overview
Create and automate your invoices, payments, and revenue with Salesforce Billing. (Salesforce Billing Managed Package) - Preparing Your Salesforce Org for Billing
Salesforce Billing allows you to automate the billing process and keep detailed records of your transactions. You can set up several product fields and rules to guide the automation. (Salesforce Billing Managed Package) - Managing the Billing Order
The order record defines important fields about when and how Salesforce Billing invoices your order products. While many of these fields are set by default based on package settings, rules, and treatments, you can also edit them based on your business needs. (Salesforce Billing Managed Package) - Usage Rating and Processing
Usage products are billed based on a consumed amount of service, such as an electricity bill. Vendors will not know how much of the service was used, and therefore how much to bill the customer, until the usage period has elapsed. Salesforce Billing helps you organize usage-based products and invoice them based on the total amount of usage. (Salesforce Billing Managed Package) - Invoice Generation
Invoices display a list of purchased items and services alongside the total amount a customer must pay. The invoice record itself contains important details such as the balance, due date, and payment status. You can control several date fields in the Salesforce CPQ and Salesforce Billing packages to manage the number of invoices generated from an order, their billing dates, and the order products converted to invoice lines. (Salesforce Billing Managed Package) - Applying Taxes
Salesforce Billing can use internal or external tax engines to provide automatic tax calculations on your order products and invoice lines. The tax integration object acts as a bridge between your org and the external service. When you set up your org, you’ll need to configure a few basic tax settings and then create your tax integration. (Salesforce Billing Managed Package) - Payments and Credits
Collect payments against posted invoices. Salesforce Billing lets you manually collect and allocate payments or automate the payment process. You can then post the payment to keep your books up-to-date. (Salesforce Billing Managed Package) - Understanding the Revenue Recognition Process
Salesforce Billing uses several objects to manage the revenue recognition system. Once you define these objects and their relationships, you can automate most of the revenue recognition process. (Salesforce Billing Managed Package) - Closing and Reopening Finance Periods
Finance departments close accounting and revenue finance periods at the end of each accounting period. After a period closes, the finance department can prepare statements and users can review their financial status. Finance periods need to close at least once a year, though most businesses close them monthly for easier bank statement reconciliation, sales tax report submission, and paying and sending out invoices. Salesforce Billing allows for convenient creation, management, and closing of your business’s finance periods. (Salesforce Billing Managed Package) - Reporting Essentials
Salesforce Billing provides a collection of customizable options for reporting on stages within the billing process. (Salesforce Billing Managed Package) - Finance Logging
Finance transactions show details about a financial action performed against one of your financial records. Finance balance snapshots show details on the state of a header-level financial record's financially significant values following an action. Use Salesforce and Tableau reports to track important financial information and address aging or bad debt circumstances across all the records affected by a financial action. (Salesforce Billing Managed Package) - Salesforce Billing Tableau Dashboards
Salesforce Billing provides a collection of Tableau dashboards that help you get business insights from your Salesforce Billing data. Each dashboard comes with a default layout that you can customize and extend based on your data tracking needs. (Salesforce Billing Managed Package) - Understand What Your Customers Have Bought by Using Customer Asset Lifecycle Management
Customer Asset Lifecycle Management gives you visibility into products your customers have bought, from initial sale through the end date of a subscription or service. As an account, sales, or service rep, you see an asset’s quantity, amount, and monthly recurring revenue at any point during an asset’s lifecycle. You can also see related invoice lines, the source of a change, and other information. Your business consolidates purchases and changes in one system, making subscriptions and other complex products easier to manage, and showing trends in a dashboard and reports. Developers or integrators automate creation of, changes to, and cancellation of lifecycle-managed assets using objects and fields that enhance the Asset object. (Salesforce Billing Managed Package) - Printable Tip Sheets & User Guides — For Salesforce Billing
Printable implementation guides for Salesforce Billing admins. (Salesforce Billing Managed Package)
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