The next billing date is the nearest billing day of month on or before the order product’s start date. If the billing type is Advance, the order product bills in advance.Next, Salesforce Billing considers the order product’s billing type.Otherwise, the sales rep picks the order’s billing day of month when they order a quote. Second, if Align Billing Day of Month to Order Start Date is enabled, the billing day of month matches the order’s start date.If the charge type is Recurring, the order product’s start date equals the quote line’s start date.The Next Billing Date inherits the order product’s start date. If the charge type is One-Time, the order product’s start date equals the order’s start date plus the difference between the quote’s start date and the quote line’s start date. First, Salesforce Billing looks at the order product’s charge type.The order and order product’s Start Date fields and the order’s Billing Day of Month field are also used to calculate the next billing date of the order product. (If you update the billing type or billing frequency after invoicing, Salesforce Billing updates the order product’s next billing date and billable unit price accordingly.) Quote lines inherit these field values from the product, and order products inherit the field values from the quote line. Admins define the time fields on the product. Salesforce Billing uses the order product’s Charge Type, Billing Type, and Billing Frequency fields to calculate the order product’s next billing date and invoice’s target date. As you’ve learned, when a user, workflow, or invoice scheduler invoices an order, the invoice includes active order products with a next billing date on or before the invoice record’s target date. Salesforce Billing drives the invoicing process by evaluating the order product’s Next Billing Date field and the invoice’s Target Date field.
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