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Manage Your Billing Processes with Salesforce Billing
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            Configure Products for Salesforce Billing

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            Configure Products for Salesforce Billing

            After you’ve configured your products for CPQ, configure them for billing by providing values on several key fields. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            1. Choose a billing rule.
              The billing rule controls how Salesforce Billing handles billing triggers and amended orders, and whether it creates an order for an invoice product. It also contains billing treatments, which let you further customize how Salesforce Billing invoices order products.
            2. Choose a tax rule.
              The tax rule controls whether Salesforce Billing applies tax to an order product. If the Taxable (Yes/No) field is No, the rule won't have tax treatments. Otherwise, the rule's tax treatments define the tax integration and tax code for related order products.
            3. Choose a revenue recognition rule.
              The revenue recognition rule controls whether Salesforce Billing creates a revenue schedule for an order product. It also contains revenue treatments, which let you further customize revenue recognition reporting through your revenue schedule.
            4. Choose a charge type.
              Charge types define whether your products bills once, as a recurring subscription, or based on usage. Salesforce Billing evaluates the charge type when calculating billing date for an order product.
            5. Choose a billing frequency.
              A product’s billing frequency determines how often Salesforce Billing bills an order product.
            6. Choose a billing type.
              Advance billing invoices a product or service before you provide it, while arrears billing invoices a product or service after you provide it. Salesforce Billing evaluates billing type when calculating an order product’s next billing date.
              Note
              Note The Picklist Value Sets for billing frequency, charge type, and billing type don't support edited values or custom values. However, default values in the sets can be deactivated.
             
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