Salesforce Docs Portal

Set Up Billing for Commerce Subscriptions in Your B2B Store

To use Commerce subscriptions, set up billing in a custom checkout in your B2B store. Set up the Billing Treatment and Payment Terms.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited and Developer editions
Available in: B2B Commerce

What Salesforce Commerce Product Do I Have?

This task assumes that you have the licenses and permission to access Commerce Subscription features. For more information about the licenses required, see Subscription Products and Pricing for Commerce Stores.

Before you begin, make sure that you've assigned the correct permissions to your users. See Assign Permissions to Set Up Commerce Subscriptions.

Watch the video to help you set up billing for Commerce subscriptions in your B2B store.

If you can’t watch the video in full screen, open the video on a new tab: Set Up Billing for Commerce Subscriptions.

  1. At the top of the page, click Settings icon and select Setup.
  2. In the Quick Find box, enter and select Revenue Settings.
  3. Select Enable New Order Save Behavior.
  4. Select Enable Revenue Cloud Features.
  5. In the Quick Find box, enter and select Billing Settings.
  6. Turn on Billing.
  7. In the App Launcher, find and select Billing Policies.
  8. Click New.
  9. Specify a Billing Policy Name, set the status to Draft, and select a billing treatment selection.
  10. Save your changes.
  11. In the App Launcher, find and select Billing Treatments.
  12. Click New.
  13. Specify a Billing Treatment Name, and select the billing policy and legal entity from the dropdown lists. Set the status to Draft, and set the value of Exclude from Billing to No.
  14. Save your changes.
  15. Under the Related tab of the billing treatment, add new billing treatment items.
  16. Specify a name and billing type, and save your changes.
  17. Edit the Billing Treatment.
  18. Change the status to Active, and save your changes.
  19. From Setup, in the Quick Find box, enter and select Billing Settings.
  20. Under Context Service Mapping, select Billing Context in Context Definition, and Order Entities Mapping in Context Mapping.
  21. Under Billing Defaults, select the billing treatment you created earlier. Also select the Tax Treatment and the Legal Entity.
  22. In the App Launcher, find and select Payment Terms.
  23. Click New.
  24. Specify a name, and set the status to Draft.
  25. Save your changes.
  26. Under the Related tab of the payment term, add new payment term items.
  27. Specify the type of payment term and the payment time frame and save your changes.
    If your payment type is Period-Based, then also specify the Period and the Period Unit.
  28. Edit the payment term.
  29. Select Default, and change the Status to Active.
  30. Save your changes.
  31. At the top of the page, click Settings icon and select Setup.
  32. In the Quick Find box, enter and select Order Settings.
  33. Select Enable Multiple Price Books for Orders, and save your changes.
  34. In the navigation sidebar, select a store from the Store dropdown.
  35. Select Settings | Search, and select the Results Filter tab.
  36. On the Results Filters tab, click Manage Filters.
  37. Move the Price filter from the Selected Fields column to the Available Fields column, and then click Next.
  38. Save your changes.
  39. Go to the Search Index tab, and update the search index.