blng__InvoicePlan__c

Provides billing schedules with customizable billing frequencies. The invoice plan allows for non-standard billing intervals, skipping traditional monthly or quarterly cycles. For instance, the first payment occurs ten days after the sale, with the second payment two months later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Fields 

CurrencyIsoCode 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The three-letter ISO 4217 currency code associated with invoice plan when multiple currencies are enabled.

LastReferencedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp of when the current user had last accessed the invoice plan, or a record or list view related to the invoice plan.

LastViewedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when a user last viewed this record, a record related to this record, or a list view. If this value is null, it’s possible the user accessed this record or list view (LastReferencedDate) but didn’t view it.

Name 

Type: string

Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update

Description: The name of the invoice plan.

OwnerId 

Type: reference

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: The user who owns the invoice plan record. This field is a polymorphic relationship field.

Relationship Name: Owner

Relationship Type: Lookup

Refers To: Group, User

blng__Active__c 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the invoice plan is active ( true) or not ( false). The default value is true.

blng__BillingScheduleCreation__c 

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort, Update

Description: Billing schedules use predetermined dates to define when and how Salesforce Billing invoices an order product. An invoice plan can be created with BillingScheduleCreation set to Order Product Activation or Manual. When BillingScheduleCreation is set to Order Product Activation, billing schedules and billing transactions are generated automatically. Valid values are:

  • Manual
  • Order Product Activation