Salesforce Billing ARTICLES

Discover how Salesforce Billing Treatments can streamline financial record-keeping. Learn more about this crucial aspect in our blog.

Learn to create finance books and periods in Salesforce Billing to track financial transactions and performance. Read our guide.

Learn with us how Salesforce Billing keeps track of all your transactional records with the help of Finance Books and Finance Periods.

Refunds are funds returned to customers, eithr manually (e.g., refund check) and electronically (issued through a payment gateway). Learn more in our blog.

The Payment Center allows us to use the ACH or credit card payment method to create the payment and payment allocation records in just a few clicks. 

Payment Scheduler works like Invoice Scheduler but creates payments instead of invoices. Learn more about this built-in functionality.

When using electronic payments through the Payment Gateway functionality, we have the ability to automate these steps.

We can also unallocate payments if, for example, a payment may have been erroneously applied to an Invoice Line.

Payment records in Draft status aren't eligible for Allocations. Once Posted, the Allocations button appears. Learn more in our blog.

Record and allocate customer payments against invoices in Salesforce Billing. Learn how various objects help track and allocate payments.

If you contract from Opportunity, the Terminated Date on the original Order Product doesn't get populated. This happens only when you contract from Order.

Find out with us what are Invoice Batches and what is their purpose