Create billing schedules from orders and subscriptions, and manage milestone plans, billing arrangements, frequency changes, and suspensions.
- Manage Billing Schedules and Billing Schedule Groups
Billing schedules define when and how an order product is invoiced. Billing schedule groups contain one or more billing schedules. Both of these are created and updated as a result of creating, amending, and canceling orders. You can generate billing schedules directly from transactions in external systems, or from any Salesforce object by using Create Standalone Billing Schedules API. To generate billing schedules from orders, use the Order to Billing Schedule flow, Create Billing Schedules for Orders API, or Create Standalone Billing Schedules API. - Configure Milestone Billing
Bill projects in installments based on milestone achievements or predefined dates. Align payments with project progress and enhance customer satisfaction through timely invoicing. - Manage Billing Arrangements
Billing arrangements facilitate precise invoicing for business scenarios such as parent account billed for subsidiary accounts, cross-departmental charge allocations, or services or assets shared among multiple parties. Use billing arrangements to configure the allocation of billing amounts to a specific billing account or distribute costs among several billing accounts based on fixed percentages. - Suspend and Resume Billing
Pause invoicing temporarily for an account or billing schedule group without canceling its billing schedules. Suspensions defer charges but don’t waive them.