billing-schedule-setup - Configure Salesforce Billing schedules and invoice runs
Configure Salesforce Billing schedules, invoice plans, billing policies, and billing treatments for activated Orders.
Tags
Updated: 2026-10-01billing schedulesSalesforce Billingblng namespaceinvoice runsbilling policiesbilling treatmentsin-advance billingin-arrears billingmilestone billingevergreen billing
Capabilities
What this skill does
- Configure billing policies
- Configure billing treatments
- Generate billing schedules
- Run invoice batches
- Select schedule types
- Validate dependency order
Inputs
- Salesforce Billing org
- Activated or draft Order
- CPQ-sourced OrderProducts
- Product billing rule records
- Data Pipelines status
- Billing schedule type
- Legal Entity name
- Tax Policy
- Billing period
- Billing day
Outputs
- Configured Legal Entity records
- Configured Billing Policy records
- Configured Billing Treatment records
- Configured Tax Policy records
- Generated blng__BillingSchedule__c records
- Invoice Run configuration
- Guidance on schedule selection
- Billing dependency checklist
Requirements
- Salesforce CPQ installed
- Salesforce Billing managed package installed
- Data Pipelines enabled
- Salesforce Spring '25 or later