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Create an Invoice Plan and Billing Treatment Setup
Create an invoice plan and associate it with a billing treatment. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Spring ’18 and later. |
Salesforce Billing uses an invoice plan to invoice order products under the following conditions.
- The order product’s Billing Frequency field has a value of Invoice Plan.
- The order product’s billing treatment has a populated Invoice Plan field.
Invoice plans have a one-to-many relationship with billing treatments. In this example, we’ll create an invoice plan and associate it to one billing treatment that covers several order products.
- Go to the Invoice Plan object and click New.
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Give your invoice plan a name, and then pick a value for the Billing Schedule Creation
field.
- Order Product Activation: When Salesforce CPQ activates an order product, Salesforce Billing immediately creates a billing schedule for it.
- Manual: Admins have to create the billing schedule on their own and associate it with this invoice plan.
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From your invoice plan, click New Invoice Plan Line. Enter your
invoice plan line’s name, processing order, commencement information, and type.
Invoice plan lines for flat amounts aren’t supported as of Salesforce Billing Spring ’18.
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Enter values for the service period start action and service period end action.
If Service Period Start and Service Period End are left blank or set to Create without Date, the resulting invoice line won't have start or end dates, which may prevent Salesforce Billing from recognizing revenue.
- Repeat Steps 3 and 4 for as many invoice plan lines as you need.
- Create a billing treatment and set its New Order Invoice Plan value to the invoice plan you created in steps 1 through 3.
- Find or create a billing rule that you want to associate with your invoice plan. Set the rule’s billing treatment to the treatment you created in Step 4.
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Assign your billing rule with each product that you want to invoice based on your invoice
plan. You can also assign the billing rule to an unactivated order product.
Note If an order product has a billing frequency of Invoice Plan, but the order product’s billing treatment doesn’t specify an invoice plan, Salesforce Billing still allow activation of the order product. However, the activated order product won’t have a next billing date, so it won’t be picked up for invoicing.
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