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
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:
Let's review each set of functionalities:
Billing Accounts and Invoice Grouping are key features of Salesforce Billing that allows flexibility with combining or separating invoices.
To learn more about Kavaliro's Salesforce Billing practice, and how you can optimize your billing processes, contact us today at email@example.com.
Written by Corrie Wanchena, Salesforce Billing Practice Lead at Kavaliro