Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Requirements for Standalone Invoice Plan Order Products

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
Field	Value
Billing Frequency	Invoice Plan
Billing Rule	[Required]
Charge Type	Recurring
Revenue Recognition Rule	[Required]
Tax Rule	[Required]

Table 2. Order
Field	Value
Account	[Required]
Effective Date	[Required]
Price Book	[Required]
Status	Draft

Table 3. Order Product
Field	Value
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]

Example

1{
2"allOrNone" : true,
3"compositeRequest" : [{
4  "method" : "POST",
5  "url" : "/services/data/v48.0/sobjects/order",
6  "referenceId" : "refOrder",
7  "body" : { 
8      "Status" : "Draft" , 
9      "EffectiveDate" : "2020-06-16", 
10      "Pricebook2Id" : "Price records ID",
11      "AccountId" : "Account records ID"}
12  },{
13  "method" : "POST",
14  "url" : "/services/data/v48.0/sobjects/OrderItem",
15  "referenceId" : "refOrderItem",
16  "body" : { 
17    "Quantity" : "1", 
18    "Unitprice" : "50",
19    "ServiceDate" : "2020-06-16", 
20    "EndDate" : "2021-06-15", 
21    "BillingTreatment__c" : "BillingTreatment records ID", 
22    "SBQQ__ChargeType__c" : "Recurring",
23    "SBQQ__BillingType__c" : "Advance",
24    "SBQQ__BillingFrequency__c" : "Monthly",
25    "blng__BillableUnitPrice__c" : "50",
26    "SBQQ__OrderedQuantity__c" : "1", 
27    "SBQQ__DefaultSubscriptionTerm__c" : "1", 
28    "SBQQ__Status__c" : "Draft", 
29    "SBQQ__ContractAction__c" : "New"
30    "PricebookEntryId" : "PricebookEntry records ID",
31    "orderId" : "@{refOrder.id}"
32    }
33  }]
34}

Salesforce Billing Developer Guide

Requirements for Standalone Invoice Plan Order Products

Required Fields

Example