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.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To configure and use billing arrangements, you need the Billing Admin or the Billing Operations User permission set.