Day 3: Billing Brilliance: Mastering Salesforce Billing for One-Off & Recurring Charges

[@BiggerDummy]

Great summary again.
When setting up billing rules I always create one Billing rule for each unique invoice plan. I always create one invoice plan for 100% upfront.
When configuring products, instead of using one-time charge type you can use Recurring, Billing Rule = Invoice Plan - 100% Upfront, BillingvType = Advance and Billing Frequency = Invoice Plan. Leave subscription price blank so that a subscription isn't created.
This bills the same as one time but allows the invoice plan to be changed from the default to a different invoice plan by selection a different billing rule (e.g. Invoice Plan - 50% advance 50% 60 days")

[@venkatpattapu1081]

Great content 👍 keep going.

[@naveenkumarabbireddy9114]

Thanks super Information

[@gopalsalesforce]

Thanks for sharing.