Salesforce Docs Portal

Create Orders and Generate Invoices

Create orders to track your students’ product requests. To automatically generate invoices based on billing schedules, activate your orders. An invoice shows a list of order products alongside the total amount that a student must pay.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.
User Permissions Needed
To create orders: Education Cloud Full Access

Before you generate an invoice:

  • Create products, which are linked in price books associated with academic intervals.
  • Set up an academic structure to accurately represent your institution's schedule.
  1. From the app launcher, find and select Orders.
  2. Click New Order.
  3. Specify an account name.
  4. Specify an order start date.
  5. Specify the contact that the order is billed to.
  6. Enter the shipping and billing addresses as required.
  7. Enter the optional values.
  8. Save your changes.
  9. From the list of orders, open the order that you created.
  10. In the Order Products related list, click Add Products.
  11. If a price book isn’t selected for this order, select the price book that you want to use, and then save your changes.
  12. Select the products to add to your order.
  13. Enter a quantity and unit price for each order product.
  14. Add line descriptions if needed.
  15. Save your changes.
  16. To link the order to an academic interval, create an academic order.
    1. From the app launcher, find and select Student Financials.
    2. On the Home page, click Academic Orders.
    3. Click New.
    4. Select an academic interval.
    5. Select an order to link to the academic interval.
    6. Save your changes.
  17. To activate the order products, do one of these steps:
    • On the Orders page, from the actions menu, select Activate.
    • Edit the order details and change the status to Activate.
  18. Save your changes. The system automatically creates a billing schedule record for each order item, which defines when and how much to invoice. Based on the billing schedule, the automated invoice is generated.