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Manage Your Billing Processes with Salesforce Billing
Override Next Billing Date

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Override Next Billing Date

Set a one-time custom billing date with the order product's Override Next Billing Date field. This feature is useful if you want to control when your invoice schedulers pick up certain order products for invoicing. (Salesforce Billing Managed Package)

Required Editions

Available in: All Salesforce Billing Editions

By default, invoice runs pick up order products when the order product’s Next Billing Date field falls on or before the invoice scheduler’s target date. However, if the Override Next Billing Date field contains a value, Salesforce Billing uses that date as the next billing date instead. After Salesforce Billing creates the invoice line, it removes the Override Next Billing Date value and calculates the new Next Billing Date.

Important
Important Next Billing Date is a system field that users and admins shouldn't change.
Example
Example You sell a monthly music streaming subscription that bills in advance on the first of the month. Your customer wants to cancel their subscription as of 05/01/2018.

Order Product: Music Streaming Subscription

  • Billing Frequency: Monthly
  • Order Amount: 500
  • Charge Type: Recurring
  • Billing Type: Advance
  • Next Billing Date: 4/1/2018
  • Start Date: 4/1/2018
  • End Date: 3/31/2019

Set your Override Next Billing Date to 5/1/2018. When your invoice scheduler picks up the order product on May 1, it produces an invoice line for month of March and April. That invoice line contains two months worth of billing for your subscription.

 
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