---
schema_version: "1"
id: 9db24822316c7cc35fb54c503c3dc6bbd98aea331b579f78475007099b72eac9
title: Generate a Single Payment Schedule for Multiple Invoices of an Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_generate_single_payment_schedule.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_generate_single_payment_schedule.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4ddc7717598c87375912762c880fab9a0ce064142e999e29f67604a19c6721c
description: To consolidate payment schedules for an account’s invoices, configure the payment schedule treatment, set the grouping source as Account, and add a due date window.
products:
  - Revenue Cloud
release: "264"
---
# Generate a Single Payment Schedule for Multiple Invoices of an Account

To consolidate payment schedules for an account’s invoices, configure the payment schedule treatment, set the grouping source as Account, and add a due date window.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <span>Revenue Management</span></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Salesforce Payments feature is available with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the <span>Revenue Management</span> Billing license</a>, with a cost per transaction model for both native and Bring Your Own payment gateways. Contact your Salesforce account executive for more information.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">If you purchased the <span>Revenue Management</span> Billing license on or before July 2025, contact your Salesforce account executive to add the Salesforce Payments feature to your existing license.</td></tr></tbody></table>

Confirm that payment schedule treatments are configured in your Salesforce org. Verify that the invoices you want to consolidate use the same currency and saved payment method.

1. From the App Launcher, find and select **Payment Schedule Treatment**.
2. Select **Account** as the grouping source to group the invoices by account.
    
    The default value is Invoice, which creates one payment schedule and payment schedule item per invoice.
3. Enter the number of days to use as the due date window.
    
    Billing calculates each invoice’s due date as the invoice date plus the payment term period. Invoices whose due dates fall within this range are grouped together.
4. Save your changes.

When you post invoices for the account, Billing automatically evaluates them against the consolidation criteria and creates a consolidated payment schedule for the invoices that qualify the grouping criteria. The total amount on the payment schedule is the sum of all invoice amounts in the grouped invoices. The target payment processing date is the earliest due date among all invoices in the group.