---
schema_version: "1"
id: d720556bcc5000d596a1c54642deadc603483bff12058a8d42d15ad7311232d9
title: "Method 1: Configure Billing Milestones Using Billing Treatments"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_milestone_treatment_and_item_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_milestone_treatment_and_item_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c07986a815a3d7c7156da86361b01ddd894522302adc4c5deceb442bf6e9da5
description: Create billing milestone plans and billing milestone plan items from billing treatment and billing treatment items and apply them to one or more products. This method is ideal when multiple products follow the same milestone billing pattern. You can edit the billing milestone plans for individual order products without affecting the billing treatment.
products:
  - Revenue Cloud
release: "264"
---
# Method 1: Configure Billing Milestones Using Billing Treatments

Create billing milestone plans and billing milestone plan items from billing treatment and billing treatment items and apply them to one or more products. This method is ideal when multiple products follow the same milestone billing pattern. You can edit the billing milestone plans for individual order products without affecting the billing treatment.

### 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 <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 Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d208592e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d208592e75 ">To create billing treatments and billing treatment items:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d208592e75 ">Billing Admin permission set</td>

          </tr>
        </tbody>
      </table>

## Configure Billing Treatments for Milestone Plan Items

1. Create a [billing policy](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments_create.htm&release=264.0.0&type=5 "Define billing policies, treatments, and treatment items to generate invoices that suit your sales models.").
2. Create a [billing treatment](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments_create.htm&release=264.0.0&type=5 "Define billing policies, treatments, and treatment items to generate invoices that suit your sales models.") with **Enable milestone billing** selected.
3. Click **Configure Milestones** to create up to 20 milestones at once. For configuration steps, see [Create Billing Milestone Plan Items](https://help.salesforce.com/s/articleView?id=ind.billing_milestone_create.htm&release=264.0.0&type=5 "Create billing milestone plans, and then create billing milestone plan items to specify how billings are scheduled based on the completion of specific project milestones throughout the lifecycle of the order product.").
4. Activate the Billing Treatment.

Alternatively, on the Related tab, in the Billing Treatment Items section, click **New**, and follow the configuration steps.

## Configure Billing Treatment Items Template for Milestone Plan Items

1. Create a [billing treatment item](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments_create.htm&release=264.0.0&type=5 "Define billing policies, treatments, and treatment items to generate invoices that suit your sales models.").
2. After you define the billing treatment item fields, enter these values in the billing milestone plan-specific fields before you save the changes.
    
     
    | Option | Selection |
    | --- | --- |
    | Zero Amount Behavior | None |
    | Type | Percentage |
    | Billing Type | None |
    | Sequencing | None |
    | Controller | None |
    | Milestone Type | Specify whether the milestone is based on an event or a specific date. An event-based milestone is triggered when a specific event or task within a project is completed. Select the **Milestone accomplished** checkbox to manually trigger this checkpoint. A date-based milestone is scheduled on a specific date and is calculated from the activation date of an order product. |
    | Milestone Commencement Trigger | For date-based milestones, specify that the milestone commencement aligns with the billing schedule start date. |
    | Milestone Commencement Offset | For date-based milestones, specify the wait time from the commencement trigger to determine the milestone's accomplishment date. |
    | Milestone Commencement Offset Unit | For date-based milestones, specify the time unit for the milestone commencement offset, such as days, months, or years. For example, if you activate a product on January 1 and set a 30-day milestone commencement offset, the milestone completes on January 31. |

After you create an active billing treatment item, update the status of the related billing treatment to Active, and then update the status of the related billing policy to Active.

For milestone billing, activate the related order to automatically generate billing schedules, and create billing milestone plan and billing milestone plan items based on the specified billing treatment and billing treatment items inputs. The validation on the fields is run, and calculated fields are updated only when the order is activated.