Understanding Next Billing Date

Salesforce Billing evaluates several fields to calculate an order product’s next billing date. It’s important to understand this calculation process so that you can configure your order products to invoice based on organizational needs.

Important Next Billing Date is a system field that users and admins shouldn't change.

Order Start Date

If the CPQ package setting Default Order State Date has a value of Today, the Order Start Date defaults to the day the order is created. If it has a value of Quote Start Date, it defaults to the start date of the primary quote that created the order. Sales reps can also override the default value by entering an order start date manually after clicking Create Order.

Order Product Start Date

An order product’s start date depends on its charge type. For One-Time order products, Salesforce CPQ counts the days between the quote start date and quote line start date, then adds them to the order’s start date.

Recurring order products inherit the start date of their parent order by default. Salesforce CPQ then evaluates whether the order product is billed in advance or arrears.

• If the order product is billed in advance, Salesforce CPQ evaluates the order’s billing day of month to choose the nearest date on or before the order product’s start date. For example, if the order product’s start date is January 1, and the order’s billing day of month is 15, the next billing date is December 15.
• If the order product is billed in arrears, Salesforce CPQ evaluates the order’s billing day of month to choose the nearest date after the order product’s start date. It then evaluates the order product’s billing frequency. For example, if the order product’s start date is January 1, the billing day of month is 1, and the billing frequency is quarterly, the next billing date is April 1.

Sales reps can also edit an order product record to change its start date.