---
schema_version: "1"
id: 9bc3bca0ecbf8e0c469210875544c783015d68e293d86628cb0fb7e38d3c1601
title: Define Billing Policies and Billability Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_policies_and_treatments.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 02e8581720b9a86e6e1a68822235284cb91305963fa58ef1868173395e9682b2
description: Define billing policies, treatments, and treatment items to generate invoices that suit your sales models. Specify product billability rule criteria to define whether you want to bill your products in advance or in arrears, whether specific products are billed, and other conditions.
products:
  - Revenue Cloud
release: "264"
---
# Define Billing Policies and Billability Rules

Define billing policies, treatments, and treatment items to generate invoices that suit your sales models. Specify product billability rule criteria to define whether you want to bill your products in advance or in arrears, whether specific products are billed, and other conditions.

### 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 Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

- **[Create Billing Policies, Treatments, and Treatment Items](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.
- **[Understand Billing Treatment Resolution](https://help.salesforce.com/s/articleView?id=ind.billing_treatment_resolution.htm&release=264.0.0&type=5)**  
    The billing treatment field of an order product determines how it is billed. If the billing treatment is missing on the order product, an attempt is made to resolve the issue and assign an active billing treatment during the resolution.
- **[Understand Exclude From Billing](https://help.salesforce.com/s/articleView?id=ind.billing_treatment_exclude_from_billing.htm&release=264.0.0&type=5)**  
    When you set Exclude From Billing on a billing treatment value to Yes, the system skips creating billing schedules, billing schedule groups, and invoices for order items that aren’t ready for billing. Instead of delaying the entire order, you can exclude specific order items and continue processing the rest. When the excluded order items are ready, set Exclude From Billing to No, or assign a billable treatment to the order item, and then reprocess the order so the system reevaluates the items.