Maintain accurate billing, reduce manual effort, and strengthen a reliable quote-to-cash process. Keep billing precise during complex updates and simplify customer inquiry with end-to-end dispute resolution process. Allocate shared charges across all parties and maintain consistent, audit-ready records. Streamline tax reporting with enhanced regional identifiers and product details. Manage payment adjustments easily and define custom rules to retry failed payments. Buyers can save their preferred payment methods for faster checkout.
- Customer 360
Manage billing inquiries and disputes through a unified workflow and streamlined dispute resolution process. Give customers a comprehensive financial history to settle accounts. - Billing Foundation
Bill individual order items as they’re delivered. Keep billing schedules consistent with the changes in billing frequency while also accounting for any partial periods. - Billing Amendments
Maintain accurate billing schedules during rollbacks, term or price changes, product swaps, and line-level date updates. Align billing schedules with changes to future-dated orders and quotes, and generate precise billing for multiple ramp deals. - Tax Management
Maintain financial accuracy by canceling and voiding credit memos and by supporting regional requirements with tax identifiers, tax codes, and header-level tax totals. - Invoice Management
Assign shared costs to the right billing account and split invoice charges accurately across multiple parties. Generate individual invoice documents with billing profile-specific templates. - Credit Memo Management
Apply unique sequential numbers to credit memos to keep records traceable, consistent, and audit-ready. - Payments
Import pre-generated payment method tokens into your Salesforce org either individually or in bulk. Bring in your own payment methods generated by externally developed UI components. Retry failed payments, and set up rules to automatically apply credits and payments to the right invoices. - Accounting
View transaction amounts and summary records in functional currency, in addition to corporate currency. - New and Changed Objects for Billing
Store and access more data with these new Billing objects and changes to existing Billing objects. - New and Changed Connect REST APIs
Manage complex billing scenarios with new APIs for billing arrangement, payment and credit application based on predefined rules, and credit memo voidance. Generate on-demand invoices and comprehensive financial statements for transparent, complete financial reporting. - Changed Connect in Apex Class in Billing
Use the updated BillingAdvanced Apex class to void a credit memo, enabling the creation of a debit memo. - Changed Metadata Types in Billing
The updated BillingSettings metadata settings type enhances billing operations. It provides compliant sequential numbering for credit memos and automatic retry attempts for failed payments. You can track and resolve billing disputes, and settle invoices automatically by applying rule-based payments and credits. - New Invocable Actions in Billing
Improve financial accuracy and reduce manual effort by automating the credit and payment application and the credit memo voidance processes. - CommerceTax Namespace
The CommerceTax namespace has enhancements that eliminate rounding errors during the calculation of total tax for an invoice.