When you load usage, Salesforce Billing doesn’t automatically assign the usage to a usage summary. Instead, you can run the usageSchedulable Apex class. This class assigns usage to a summary, then calculates the summary’s quantity and unbilled subtotal based on the Quantity field in each of the summary’s new usage records.
Full Answer
What can you do with Salesforce billing?
Create and automate your invoices, payments, and revenue with Salesforce Billing. Salesforce Billing allows you to automate the billing process and keep detailed records of your transactions. You can set up several product fields and rules to guide the automation.
How do I manage usage with price schedules in Salesforce?
Salesforce CPQ and Salesforce Billing let you manage usage-based products with either consumption schedules or price schedules. For more information on managing usage with price schedules, check out Rating Usage with Price Schedules. A product requires several field values to work with a consumption schedule.
How does Salesforce billing automate revenue recognition?
Salesforce Billing uses several objects to manage the revenue recognition system. Once you define these objects and their relationships, you can automate most of the revenue recognition process. Finance departments close accounting and revenue finance periods at the end of each accounting period.
How does Salesforce billing complement ERP systems?
Salesforce Billing complements enterprise resource planning (ERP) platforms by converting Salesforce CPQ’s lead-to-order data into transactional data. The conversion allows ERP systems to inherit matching data, which they can use for accounting functions like general ledger and financial reporting.
What is usage summary Salesforce?
A usage summary is an object that groups usage records for an order product. As you load usage into your org, Salesforce Billing associates the usage records with the summary based on matching IDs.
Can you use Salesforce for billing?
Salesforce Billing lets you manually collect and allocate payments or automate the payment process. You can then post the payment to keep your books up-to-date. Salesforce Billing uses several objects to manage the revenue recognition system.
How do I set up billing in Salesforce?
Configure Salesforce Billing Package SettingsFrom Setup, enter Installed Packages , and then click Installed Packages.Find the Salesforce Billing package and click Configure.Navigate between the setting area tabs to change your settings.Click Save when you're done.
How does Salesforce billing work?
Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for invoicing, payment, and revenue recognition.
Can you use Salesforce Billing without CPQ?
Manage your orders and order products in Salesforce and Salesforce Billing without first creating a CPQ quote. You can now create an order and its order products on your own or through API and then pass them to Salesforce Billing. We call this type of order a standalone order.
Is Salesforce Billing part of sales Cloud?
Salesforce Revenue Cloud (part of the Salesforce Customer 360 Platform) was introduced at the end of 2020. It unites Configure, Price and Quote (CPQ), Billing, Partner Relationship Management, and B2B Commerce functionality.
What are billing rules?
Billing rules define how your order product produces an invoice line during an invoicing process.
How do I create an invoice in Salesforce billing?
Salesforce Billing allows you to create an invoice manually from a single order or to automate the invoice creation process with an invoice scheduler. Invoice schedulers evaluate unbilled order products based on user-defined criteria and create an invoice with invoice lines for each matching order product.
How do customers charge monthly automatically?
Recurring payments require customers to sign a one-time authorization form. The easiest way to accept recurring payments is with an all-in-one payment processor or merchant account that handles the payments but also has software to manage the billing process and security features to protect your customers' information.
How do I track an invoice in Salesforce?
In the invoice list, use the filters to display your invoices. To view invoice details, click an invoice number. Note Some past due invoices can be paid online. If you need to make a payment, and Make a Payment isn't available, contact Salesforce Billing for help.
What does CPQ mean?
Configure, Price, QuoteCPQ stands for Configure, Price, Quote, a business software application designed for sales teams to provide product options and prices with accuracy.
Usage and Billing Terminology
This section defines the terminology used for Salesforce Sites usage and billing.
Bandwidth and Service Request Time Limit Enforcement
Bandwidth and Service Request Time limits are tracked and enforced over a 24-hour period. Sites that exceed provisioned limits within the 24-hour period remain available if the host instance has resources to serve the site. However, even if a site is available once limits are exceeded, there’s no guarantee in service level.
Billing and Monthly Page Views Enforcement
This section describes how Salesforce enforces limits on monthly page views for Salesforce Sites.
What Counts as a Page View?
This section describes how page views are counted for Salesforce Sites.
Monitoring Usage
Page views, bandwidth, and time consumption are tracked and made available in your org. You can view this information for a site under Setup | Build | Develop | Sites. Select a site, and you see related lists for page views for the current month’s billing cycle, and the 24-hour bandwidth and service request time usage history.
