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.
- Allocate Invoice Charges Across Multiple Billing Accounts with Billing Arrangements
Support shared business models by separating the account that owns a service or asset from the account that’s invoiced for it. Configure billing arrangements to allocate billing amounts to a specific billing account or distribute costs among several billing accounts, based on fixed percentages. Facilitate precise invoicing for complex business scenarios such as a parent account billed for subsidiary accounts, where the owning and billing accounts are different. Ensure that invoices are charged to the correct billing accounts for cross-departmental charge allocations, or when services or assets shared among multiple parties. Help organizations model complex financial relationships by automating allocation of invoice charges. - View Invoices in a Centralized List on Order Records
View all the invoices related to an order directly on the Order record page. The new All Invoices related list acts as a single source of truth, showing invoices generated by using invoice batch runs, Invoice Ingestion API, Invoice Creation API, and the Generate Invoice button. The list also includes invoices for the subsequent Amend, Renewal, or Cancellation orders. - Generate Personalized On-Demand Invoice Documents
Respond to customer needs faster by generating an individual invoice PDF with a single click. Generate urgent invoices without waiting for invoice batch runs. Meet business and compliance requirements by configuring customer-specific invoice templates in billing profiles, which override the Salesforce org default templates. - Void Posted Invoices Directly from the Invoice Record with a Quick Action
Simplify invoice corrections with the Void Invoice quick action. Billing users can now void posted invoices directly from the Invoice record, in addition to using the existing API-based approach.