Creating invoices
An invoice is a legal document that denotes the customer's agreement to pay you for services. Invoices display the products or services sold, and the amount that the customer needs to pay. The invoice record contains important information such as the balance, due date, and payment status.
Salesforce CPQ Billing invoices support multiple revenue types, such as one-time, recurring, or usage-based models. Multiple invoices for multiple orders can be consolidated using billing configurations. To make sure customers are billed efficiently, invoices for a single order can be split as required.
Invoices can be created in two ways:
- Salesforce Billing allows you to create an invoice manually from a single order when you select the Bill Now checkbox on an order and save the record. This is recommended only for testing. For the actual implementation, it is advisable to automate invoice creation based on business rules. The reason it is advised only for testing...