Loading
Feature degradation | Gmail Email delivery failureRead More
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Invoice Dates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            Invoice Dates

            Users can create invoices from orders using either the order’s Bill Now checkbox, or an invoice scheduler to automate invoice creation. These two methods have slightly different effects on how dates convert from the order and order products to an invoice and invoice lines. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Using Bill Now
            Invoice
            • Invoice Date: Date when Bill Now was selected
            • Due Date: Invoice date + order’s payment terms. For example, an invoice date of 03/01/18 and Net 45 payment terms would create a due date of 04/15/18.
            • Target Date: Inherited from order start date
            Invoice Lines
            • Start Date: Inherited from order product’s next charge date
            • Charge Date: Date when Bill Now was selected
            • End Date: Based on the charge type and order’s start and end date. If the order product’s terms go beyond the end date of the parent order, then each invoice line’s term aligns to the order’s end date. Salesforce Billing also adds a prorated invoice line to the end of the term for the remaining period.
            Using Invoice Scheduler
            Invoice
            • Invoice Date: Inherited from the invoice date on the invoice run that created the invoice
            • Due Date: Invoice date + order’s payment terms
            • Target Date: Inherited from the invoice scheduler’s target date.
            Invoice Lines
            • Start Date: Inherited from order product’s next charge date
            • Charge date: The day the scheduler ran and created the invoice
            • End Date: Based on the charge type and order’s start and end date. If the order product’s terms go beyond the end date of the parent order, then each invoice line’s term aligns to the order’s end date, and an extra prorated invoice line is added to the end of the term for the remaining period.
            Note
            Note If you want to set a custom due date, add a custom value to your order’s Payment Terms field, then set the new value as your term and invoice the order. The resulting draft invoice will have a null due date. You can then use automation to calculate the invoice’s due date based on your custom term. For example, if you wanted a Net-10 payment term, add a value of Net-10 to your payment term field. Then, create automation the sets the draft invoice’s due date to its invoice date + 10 days for.
             
            Loading
            Salesforce Help | Article