Set Up Milestone Plans for Amendments

Create or link billing milestone plans to amendment billing schedules and recalculate milestone dates and amounts from the amendment start date.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license
User Permissions Needed
To enable milestone plans for amendments: Billing Admin permission set
  1. From Setup, in the Quick Find box, enter Billing, and then select Billing Settings.
  2. Turn on Support Milestone Plans for Amended Billing Schedules.

After you enable this setting, Billing creates or links a billing milestone plan to the amendment billing schedule and recalculates milestone dates and amounts from the amendment start date. For more information about how milestone plans behave during amendments, renewals, and cancellations, see Milestone Billing for Amended, Renewed, and Canceled Assets.