Establish Schedules for Products on Opportunities

After you add product schedules, use them to set up payments for product sales and realized revenue on opportunities.

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To add or edit product schedules:	Edit on opportunities

Review considerations and examples.
Make sure that product schedules have been added.
Click a product name in the Products related list of an opportunity.
Click Establish to create a schedule, or click Reestablish to delete the old schedule and create another one.
Select the type of schedule to create: quantity, revenue, or both. Your choices are limited by the schedule types and other settings enabled by your Salesforce admin.
Set the schedule details.
See Product, Price Book, Price Book Entry, and Product Schedule Fields for a description of scheduling fields.
Save your changes.
Salesforce displays the schedule installments. Your Salesforce admin can customize the columns and other schedule features to support your company’s business process.
To edit the installments, click Edit.