Billing brings together every aspect of your revenue operations, keeping transactions accurate and up to date while handling cancellations, amendments, billing frequency changes, and milestone-based adjustments automatically. Stream invoices faster with invoice batch runs, and shift daily and weekly invoice schedules automatically to the next working day when they fall on a holiday or weekend. Payments consolidate across invoices and refunds process automatically, while additional payment methods together with one-click payment options elevate the entire payment experience. Pass level 2 and level 3 data to your payment gateways. Automate the end-to-end dunning lifecycle, from early reminders to manual escalation, while a 360° account view helps track balances. Speed up billing inquiry and dispute resolution with clearer visibility and guided case creation, and manage billing arrangements efficiently. Enhancements to Create Standalone Billing Schedules API simplify amendments, renewals, cancellations, and mid-subscription billing frequency changes.
- Customer 360
View all billing activity in one place, track open balances in real time, and take action. Navigate complex billing arrangements with new related lists on Account and Invoice records. Accelerate dispute resolution with assisted case creation and real-time tracking via the Billing Operations Console. - Billing Schedules and Billing Milestones
Maintain accurate billing for cancellations on future-dated assets, and for amendments on milestone-billing products and assets. Update billing cycle of new sale order or quote from higher to lower billing frequency. - Invoice Management
Prioritize invoices at risk of late payment and focus collection efforts effectively. Speed up your billing cycle with real-time invoice generation and simplified batch monitoring. Schedule invoice runs to start on working days by skipping holidays or weekends. - Payments and Refunds
Get consolidated invoicing for multiple invoices, and issue refunds automatically for cancellations or negative amendments. Pass Level 2 and 3 data to payment gateways through Apex adapters. Generate one-click payment links against your invoices to give your buyers a seamless payment experience. - Collections
Run automated dunning workflows via Dynamic Revenue Orchestrator to streamline payment reminders. - Simplified Payloads for Create Standalone Billing Schedules API
Your developers can now use the enhanced Create Standalone Billing Schedules API to pass minimal, intent-based requests for these operations—amendments to billing frequency, end date, field, price, and quantity, renewals, and cancellations. If you don't pass the data for required Billing fields such as unit price and total price in case of amendments, Billing can now automatically compute these details based on historical transaction context or billing schedule group ID. - New and Changed Objects for Billing
Store and access more data with these new Billing objects and changes to existing Billing objects. - Changed Connect REST API in Billing
The Create Standalone Billing Schedules API now supports simplified data exchange. Whether you are performing a price amendment or renewal, you can send high-level request details while the system manages the granular billing adjustments. You can also change billing frequencies mid-subscription, including shifts from annual to monthly terms, directly at the billing schedule group level. This enhancement handles complex proration and calculates the correct billing period amounts when pricing and billing frequencies differ. - Changed Metadata Types in Billing
Reconcile any remaining balances to reflect the latest transaction state, especially when your customers change or cancel an order. - New and Changed Invocable Actions in Billing
Provide more detailed account statements by including custom fields to meet unique reporting requirements. Also, automate the refund process and initiate dunning notifications to settle unpaid invoices without manual intervention.