Forecast Billing Schedules
The Billing forecasts of products visually show how a product if purchased, will be sold over a period of time. It helps you stay informed and account for the way revenue will be scheduled for products in the form of Billing Schedules. Using forecast billing schedules, you know how much and on what dates your customer will be invoiced for the purchase.
You can forecast your billing schedules from:
- Cart Page
- Asset Manager Flow
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OrderNote: Forecast billing is not supported from the order detail page. You must click Amend Order to navigate to the Cart UI to forecast the billing schedules.
- Quote/Proposal
Administrators need to add the Forecast Billing button on the cart. For information on creating the Forecast Billing button, refer to Forecast Billing Button on Cart.
You can now include the proposal line items associated with a Billing Plan as part of forecast summary. The forecast summary can be generated either by clicking a button on the UI or using the API.
