Combine multiple invoices of an account into a single payment request. The invoices are grouped based on currency, saved payment method, and due date window. When you generate invoices, Billing automatically generates a single payment schedule and payment schedule item for the invoices. This enhancement helps your customers save transaction fees by making a single payment request for multiple invoices.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To combine multiple invoices into a single payment schedule, you need the Payment Admin or the Payment Operations User permission set.
How: In the default payment schedule treatment, select Account as the grouping source and specify the number of days for the due date window.