Create a standalone invoice plan order product through API in Salesforce Lightning or
Salesforce Classic.
| Available in: Salesforce Billing Winter ’21 and later |
Salesforce Billing invoices standalone invoice plan order products only when the order product
has a billing treatment with a New Order Invoice Plan value. You can configure your billing
rules and legal entities so that Salesforce Billing assigns your order product a billing
treatment. Or, you can create your order product, and then give it a billing treatment on your
own.
Required Fields
Table 1. Product
| Billing Frequency |
Invoice Plan |
| Billing Rule |
[Required] |
| Charge Type |
Recurring |
| Revenue Recognition Rule |
[Required] |
| Tax Rule |
[Required] |
Table 2. Order
| Account |
[Required] |
| Effective Date |
[Required] |
| Price Book |
[Required] |
| Status |
Draft |
Table 3. Order Product
| Billable Unit Price |
When Enable Billing Order Validations is active, Salesforce Billing sets this value to
zero for order products created with a billing frequency of Invoice Plan. |
| Billing Frequency |
Invoice Plan |
| Billing Rule |
[Required] |
| Billing Rule |
Get value from product |
| Billing Treatment |
[Must be a billing treatment with an active invoice plan] |
| Charge Type |
Recurring |
| End Date |
[Required] |
| Price Book Entry |
[Required] |
| Quantity |
[Required] |
| Revenue Recognition Rule |
[Required] |
| Revenue Recognition Rule |
[Get value from product] |
| Service Date |
[Required] |
| Status |
Draft |
| Tax Rule |
[Required] |
| Tax Rule |
[Get value from product] |
| Unit Price |
[Required] |
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