Define Your Invoicing Setup with Billing Rules

Billing rules are a type of rule within the Salesforce Billing rules engine. All the products that you plan on billing require a lookup to a billing rule. When you order an invoice, your order products inherit this lookup.

A billing rule record contains the rule itself and a related list that contains billing treatments. The rule determines whether Salesforce Billing performs an action on the order product when you invoice an order. If Salesforce Billing determines it must perform that action, the treatments specify how Salesforce Billing performs that action and stores a record of the action in a general ledger. When a billing rule evaluates an order product, Salesforce Billing applies one of the rule’s treatments if the order product and treatment have a matching legal entity.

Let’s review some important billing rule fields.

Generate Invoice

• Yes: When Salesforce Billing creates an invoice, it creates an invoice line for this order product
• No: When Salesforce Billing creates an invoice, it doesn’t create an invoice line for this order product

Partial Period Treatment

Define how Salesforce Billing creates invoice lines for order products that bill in advance of the order start date.

• Separate: Salesforce Billing creates two invoice lines on your invoice. The first line covers the period between the billing start date and the order start date, while the second line covers the entire next billing period. In the example above, the first invoice line has a start date of March 15 and an end date of March 31. The second line has a start date of April 1 and an end date of April 30.
• Combine: Salesforce Billing creates a single invoice line that covers the partial billing period and the first full billing period. In the example above, the invoice line has a start date of March 15 and an end date of April 30. All subsequent invoice lines follow a monthly billing period.

Amendment Bill Cycle Date Alignment

Choose how Salesforce Billing determines the billing date of a new order product on an order made from an amended quote. This field applies only to the order products with a subscription charge type.

• Do not align amended order product: Default functionality. The amended order product bases its Next Charge Day and Next Bill Day fields from the amended order’s Billing Day of Month field.
• Align to original order product: Optional functionality. If the Next Billing Date falls before the Last Charge to Date and the Billing Day of Month isn’t set, the amended order product’s Bill Through Date Override is set to the Last Charge To Date of the revised Order Product. See Aligning Billing Dates for Amended Order Products.

Period Treatment for BTDO

Control how Salesforce Billing creates invoice lines when an order product's Bill Through Date Override value creates a partial billing period. For more information, review Managing Partial Periods When Using Bill Through Date Override.

• Billing Treatments
  Billing treatments define how Salesforce Billing records billing rule actions in your finance books and general ledgers. You can use billing treatments to specify an invoice plan and cancellation invoice plan for dynamic invoice plans. You can also set up the cancellation rule for amendment orders to override the package setting for the default cancel order rule. (Salesforce Billing Managed Package)