--- title: How Salesforce Billing Combines and Splits Invoices description: Learn all about how Salesforce's process of combining and splitting invoices. image: https://blog.kavaliro.com/hubfs/Closeup%20image%20of%20a%20man%20giving%20credit%20card%20to%20waiter%20in%20cafe.jpeg --- [![kavaliro-wide-color](https://blog.kavaliro.com/hs-fs/hubfs/kavaliro-wide-color.png?width=200&height=29&name=kavaliro-wide-color.png "kavaliro-wide-color")](https://www.kavaliro.com/) toggle menu - Services - [Workforce Solutions](https://www.kavaliro.com/service/workforce-solutions/) - [Information Technology](https://www.kavaliro.com/service/workforce-solutions/?tab=information_technology) - [Engineering](https://www.kavaliro.com/service/workforce-solutions/?tab=engineering) - [Energy & Utilities](https://www.kavaliro.com/service/workforce-solutions/?tab=energy_utilities) - [Finance & Accounting](https://www.kavaliro.com/service/workforce-solutions/?tab=finance) - [Non-clinical Healthcare](https://www.kavaliro.com/service/workforce-solutions/?tab=nonclinical-healthcare) - [Professional, HR & Marketing](https://www.kavaliro.com/service/workforce-solutions/?tab=professional) - [National Defense & Intelligence](https://www.kavaliro.com/service/national-defense-intelligence/) - [Cyber](https://www.kavaliro.com/service/national-defense-intelligence/?tab=cyber) - [Mission Support](https://www.kavaliro.com/service/national-defense-intelligence/?tab=ms) - [Intelligence](https://www.kavaliro.com/service/national-defense-intelligence/?tab=intelligence) - [State & Local Government Technology Services](https://www.kavaliro.com/service/state-local-government-technology-services/) - [Law Enforcement & Public Safety](https://www.kavaliro.com/service/state-local-government-technology-services/?tab=lepss) - [Municipal & County Government](https://www.kavaliro.com/service/state-local-government-technology-services/?tab=mcgs) - [Education](https://www.kavaliro.com/service/state-local-government-technology-services/?tab=edsolutions) - [Transportation & Public Works](https://www.kavaliro.com/service/state-local-government-technology-services/?tab=trainpublic) - [Technical Solutions](https://www.kavaliro.com/service/technical-solutions/) - [Cyber Security](https://www.kavaliro.com/service/technical-solutions/?tab=cybersecurity) - [IT Infrastructure: Moves, AV & Cabling](https://www.kavaliro.com/service/technical-solutions/?tab=it-infra) - [End-User Support & AV System Monitoring](https://www.kavaliro.com/service/technical-solutions/?tab=end-user) - [Data, Cloud & Software Solutions](https://www.kavaliro.com/service/technical-solutions/?tab=end-data) - Careers - Learn more about joining our nationally recognized “Best Place to Work” team while investing in your professional growth. ### Careers - [Working at Kavaliro](https://www.kavaliro.com/working-at-kavaliro/) - [Job Board](https://jobs.kavaliro.com/) - [Company Culture](https://www.kavaliro.com/culture/) - [Employee Login](https://www.kavaliro.com/employee-login/) - ![culture-15-300x225](https://blog.kavaliro.com/hubfs/culture-15-300x225.jpg) - About - For over 15 years, Kavaliro has been an award-winning professional services firm dedicated to delivering exceptional service, fostering lasting relationships, and making a positive impact in our communities. ### About Us - [Meet Kavaliro](https://www.kavaliro.com/meet-kavaliro/) - [Press & Awards](https://www.kavaliro.com/press-and-awards/) - [Blog](https://www.kavaliro.com/blog/) - [Contact](https://www.kavaliro.com/contact/) - ![IMG_3572-1024x789](https://blog.kavaliro.com/hubfs/IMG_3572-1024x789.jpeg) - [Contact](https://www.kavaliro.com/contact) ![How Salesforce Billing Combines and Splits Invoices](https://blog.kavaliro.com/hubfs/Closeup%20image%20of%20a%20man%20giving%20credit%20card%20to%20waiter%20in%20cafe.jpeg) # How Salesforce Billing Combines and Splits Invoices Business Case When you work as a waitress or waiter at a restaurant, you can typically expect that you'll be providing 1 bill per table. That is your default expectation. Sometimes though you need to be able to accommodate requests from customers such as providing bills to each individual customer or allowing someone else to pay the bill over the phone, such as when Uncle Joe calls the restaurant and wants to pay for his nephew's meal.  Salesforce Billing Technical Solution  ![Closeup image of a man giving credit card to waiter in cafe](https://blog.kavaliro.com/hs-fs/hubfs/Closeup%20image%20of%20a%20man%20giving%20credit%20card%20to%20waiter%20in%20cafe.jpeg?width=301&name=Closeup%20image%20of%20a%20man%20giving%20credit%20card%20to%20waiter%20in%20cafe.jpeg) Similar to the default experience the waitress or waiter can expect, Salesforce Billing also has default processes when generating an invoice.  The default functionality for Salesforce Billing will typically generate a single invoice per account for a billing period, generally regardless of how many opportunities, quotes, and orders are under that account.  However, sometimes other scenarios need to be accounted for and this is where Salesforce Billing order product fields come in handy.   There are a few fields that dictate how invoices are combined or separated: - Order Product *Billing Account* - Order *Billing Account* - Order *Account* - Order *Payment Term* - Order Product *Invoice Grouping*  Let's review each set of functionalities: - ***Billing Accounts*** - ***Payment Term*** - ***Invoice Grouping*** - - - "Contract Number" will split invoices up by a matching Contract Number. Contract Numbers are generated as a part of the Contracting process in Salesforce CPQ.   - "Order" will ensure a single invoice per order is generated rather than a single invoice for the entire account, regardless of how many orders that account has.   - "Order PO Number" will combine Orders onto one invoice with only if their PO Number is matching.   - "Legal Entity" will group order products on the same invoice if they have a matching Legal Entity. - "Separate Invoice" will separate each order product onto its own invoice.   - "Invoice Group ID" will generate invoices for order products that have a matching Invoice Group Id, which is a field that must be populated automatically or manually with a unique value.   Conclusion   Billing Accounts and Invoice Grouping are key features of Salesforce Billing that allows flexibility with combining or separating invoices.  - To recap the order of operations for invoice splitting in Salesforce Billing, the Order Product Billing Account will first decide if an Order Product belongs on a separate invoice and billed to a different Account. The Order Billing Account comes in line after that and would be respected as there is no Order Product Billing Account. By default, these fields are blank and intended to be populated as needed. If both Billing Accounts remain blank, Salesforce Billing generates a single invoice for the standard Order Account.   - Once that logic is complete, Salesforce Billing then checks that the Order Payment Terms are matching and will split invoices for the matching Billing Account or Account if there are multiple Payment Terms. After the Accounts and Payment Terms are considered, Salesforce Billing then looks for the Invoice Grouping on Order Products.  ![thumbnail_image001-1](https://blog.kavaliro.com/hs-fs/hubfs/thumbnail_image001-1.jpg?width=775&name=thumbnail_image001-1.jpg) To learn more about Kavaliro's Salesforce Billing practice, and how you can optimize your billing processes, contact us today at [salesforce@kavaliro.com.](mailto:salesforce@kavaliro.com) Written by [Corrie Wanchena](mailto:cwanchena@kavaliro.com), Salesforce Billing Practice Lead at Kavaliro  - - - [mailto:?subject=Check%20out%20https://blog.kavaliro.com/blog/salesforce-billing-invoices%20&body=Check%20out%20https://blog.kavaliro.com/blog/salesforce-billing-invoices](mailto:?subject=Check%20out%20https://blog.kavaliro.com/blog/salesforce-billing-invoices%20&body=Check%20out%20https://blog.kavaliro.com/blog/salesforce-billing-invoices) - ### Services - [Kavaliro](https://blog.kavaliro.com/blog/topic/kavaliro) - [Blog](https://blog.kavaliro.com/blog/topic/blog) - [Staffing](https://blog.kavaliro.com/blog/topic/staffing-2) - [Orlando](https://blog.kavaliro.com/blog/topic/orlando-2) - [recruiting](https://blog.kavaliro.com/blog/topic/recruiting) - [employment](https://blog.kavaliro.com/blog/topic/employment) - [charlotte](https://blog.kavaliro.com/blog/topic/charlotte) - [Community](https://blog.kavaliro.com/blog/topic/community) - [Business](https://blog.kavaliro.com/blog/topic/business) - [Tampa](https://blog.kavaliro.com/blog/topic/tampa) ### Sign up for our Newsletter Corporate Headquarters 12612 Challenger Pkwy Suite 400 Orlando, FL 32836 [407.243.6006](tel:407.243.6006) - Services - [Workforce Solutions](https://www.kavaliro.com/service/workforce-solutions/) - [Government, Defense & National Security](https://www.kavaliro.com/service/government/) - [Managed IT Services](https://www.kavaliro.com/service/it-services/) - [Project Services](https://www.kavaliro.com/service/project-services/) - [Salesforce](https://www.kavaliro.com/service/salesforce/) - Careers - [Job Board](https://jobs.kavaliro.com/) - [Working at Kavaliro](https://www.kavaliro.com/working-at-kavaliro/) - About - [Meet Kavaliro](https://www.kavaliro.com/meet-kavaliro/) - [Blog](https://www.kavaliro.com/blog/) - [Culture](https://www.kavaliro.com/culture/) - [Press & Awards](https://www.kavaliro.com/press-and-awards/) - [Locations](https://www.kavaliro.com/contact/) - [Contact](https://www.kavaliro.com/contact/) - [Privacy](https://www.kavaliro.com/privacy) - [EOE](https://www.kavaliro.com/eoe) - [Drug-Free](https://www.kavaliro.com/drug-free) - [FMSDC](https://www.kavaliro.com/fmsdc)