Billing Schedule use cases
The Billing Schedule feature is generally available. You can enable this feature in Sandbox and Production environments with the self-serve interface. For more information, see Enable billing features by yourself.
To better understand and use the Billing Schedule feature, you can read the common use cases of this feature.
- Create single-year invoice schedules on new subscriptions with the same term
- Cancel draft invoices generated in invoice schedules
- Create invoice schedules for orders containing percentage discount charges
- Create percentage-based invoice schedules for professional services during project milestone billing
- Create multiple invoice schedules for a single order within a multiyear contract
- Create multiple invoice schedules for individual charges and generate consolidated invoices
- Create invoice schedules for ramp deals
- Create single-year invoice schedules for charges with different start dates and end dates within one term
- Create multiyear invoice schedules to bill charges within the same year
- Create multiyear invoice schedules to bill second-year charges in the first year
- Create single-year invoice schedules on new subscriptions with the same odd term
- Group and bill charges with staggered start dates
- Remove charges from subscriptions associated with fully processed invoice schedules
- Remove charges from partially processed invoice schedules
- Detach partial early renewed subscriptions and generate credit memos in a new invoice schedule
- Detach partial early renewed subscriptions and generate credit memos using standard billing process
- Detach partial early renewed subscriptions in batches and generate credit memos across multiple invoice schedules
- Detach partial early renewed subscriptions with owner transfer and generate credit memos in a new invoice schedule
- Manually review subscriptions through Subscription Renewal and create another invoice schedule
- Update invoice schedules by adding subscription charges
- Update invoice schedules by changing charge prices
- Update dates and amounts of partially processed invoice schedules
- Transfer owners of subscriptions associated with invoice schedules
- Delete partially processed invoice schedules
- Reverse the latest invoice and update custom fields of rate plan charges
- Update custom fields of rate plan charges for multiple times
- Use custom and standard billing schedules for multiyear contracts
- Use invoice schedules with Invoice Subscription Separately feature
- Create single-year invoice schedules to bill subscriptions with zero-amount prices
- Create single-year invoice schedules to bill subscriptions with zero-amount prices and staggered start dates
- Bill subscriptions early after early renewal through custom invoice schedules
- Bill subscriptions early from standard to custom billing schedules
- Consolidate unbilled charges after switching from custom invoice schedules to standard billing schedules
- Consolidate invoices for invoice schedule items during subscription and order preview
- Specify blank invoicing dates for custom invoice schedules during milestone billing schedules