Update billing schedule group fields at any time. You can update the billing day of
month, next billing date override, billing and shipping addresses, tax treatment, and the
payment term of a billing schedule group.
Required Editions
| User Permissions Needed |
| To update billing schedule groups: |
Billing Admin permission set
OR
Billing Operations User permission
set
|
- From the App Launcher, find and select Billing Schedule
Groups.
- Open the Billing Schedule Group record that you want to update.
- Update the necessary fields.
- Save your work.
- Bill Day of Month
Bill day of the month is the day of the month on which a recurring billing process is scheduled to occur to generate invoices from billing schedules.
- Next Billing Date Override
The next billing date override overrides the next billing dates of all the billing schedules.
- Billing Start Month
The billing start month indicates the month when billing begins for an annual subscription. For example, if billing starts in January, the value is 1; if billing starts in June, the value is 6.
