Billing System Properties

You can drive the functioning of certain features in the application from the fields available in Billing System Properties.

From Billing Console, click Billing System Properties from the Setup tile.

The following table lists the fields available for edit, their significance and the functionalities they impact.

Field	Description	Pre-requisite for Functionalities
Allow Billing Preference Override	A default Billing Preference is applicable to all account org-wide. Select this check box to allow overriding the default Billing Preference.
Billing Org-Wide Email Address	Enter the email address which you want to use for sending invoice, dunning, and payment emails. You need to create a record for the email address in Organization-Wide Email Addresses Object. If you do not provide a default email address name here, the system will send emails using the email address of the user who is generating invoices. If you see sender's email address as no-reply@salesforce.com on invoice emails, go to Setup > Administration Setup > Email Administration > Deliverability and clear Enable Sender ID compliance checkbox. This way you can send emails on behalf of the email address you set on Billing Org-Wide Email Address.
Create 0 FeeAmount BS	Select this checkbox to control the billing schedule generation for asset line items with 0.00 net price. Default value is True. When you select this checkbox, Billing generates billing schedules with 0.00 Fee Amount for both normal billing schedule generation and billing plan. When you clear this checkbox, Billing does not generate billing schedules with 0.00 Fee Amount for both normal billing schedule generation and billing plan.
Create redundant Billing Schedules	For a product with invoiced Billing Schedules, if you perform a mid-cycle amend without changing the amount, redundant credit and debit Billing Schedules that cancel each other are created. Select the check box to enable the creation of such redundant Billing Schedules.
Currency Decimal Places	Enter the number of decimal places to scale the currency fields.
Custom Billing Plan Item Percent API Name	Enter the API name of the field used to calculate the percentage amount of the Billing Plan Items and Billing Plan Template Items. To leverage this functionality for existing billing plans and billing plan templates, refer to Post-Installation Configurations.
Custom Billing Term API Name	Enter the API name of the custom term field to be used by the Billing engine while generating the billing schedules or amounts for the legacy assets. The field must have 10 decimals for the billing engine to generate the correct fee amounts. If this setting is blank, Billing uses the out-of-the-box Billing Term field value for the computation. In February '23, do not use this setting, which is added in preparation of a future functionality.
Generate Invoice Documents	Select this option to generate an invoice document in the required format (DOC, DOCX, RTF or PDF) during the Invoice Generation Batch job. You can set the format from the field Invoice Output Format on the Billing Preference.	Invoice Email Delivery
Invoice Email Delivery Period	This period accounts for invoices generated within the specified number of days from the day of Invoice Run. For example, if the Invoice Email Delivery period is set to 5, the invoices generated in the past 5 days (with Status Approved and Delivery Status Pending) from the day of Invoice Run will qualify for the email delivery.
Invoice Generation Batch Size	Enter the number of billing schedules to process in one batch. The billing schedules can belong to different accounts. The invoice run batch job creates invoices and credit memos by selecting billing schedules with Status as Pending Billing and Ready for Invoice Date with less than or equal to Process Through Date. Ensure that you enter a value less than or equal to 999.	Invoice Runs
Tax Level	Enter the object name to which you want to apply taxes by default. You can mention either Account or Product object for the default tax applicability.
Generate Credit Memo Documents	Select this option to generate a document for Credit Memo in the required format (DOC, DOCX, RTF or PDF) as part of the Invoice Run. You can set the format from the field Invoice Output Format on the Billing Preference.	Credit Memo
Same Day Cancellation	Select this option if you want the Asset Cancellation applicable on the same day. For example, while performing Termination on an Asset you enter the Termination Date as 5/11/2016. If you select Same Day Cancellation, the cancellation will be effective from 5/11/2016. Otherwise, the cancellation will be in effect a day later which is 5/12/2016. Same Day Cancellation is applicable by default. Clear the checkbox to apply cancellations after a day. This setting is deprecated. Conga Billing uses Same Day Cancellation from CPQ Config System Properties.
Create Activity for Billing Emails	Select this option to create an email activity record for all Invoice or Credit Memo emails sent to the Account Contacts. You can see the records under Activity History related list on the related Invoice/Credit Memo detail page. For details, refer Credit Memo Detail.
Usage Rating Batch Size	Enter the numeric value to specify the number of Usage Inputs to process per batch when rating the usage. The default value is 200.	Usage Rating
Credit Memo Display Fields	Comma separated API names of invoice line item fields that should be displayed on the credit memo page
Wallet Flow	Name of the wallet manager flow,
Delete Forecast	Select this option to delete the forecast schedules when the actual billing schedules are created. Note: Do not select this option if you want to retain the forecast billing schedules linked to the proposal document.
No Proration on Renewal	When performing asset-based operations, select this option to consider the start date of the asset renewal for alignment of the billing schedules instead of the original start date set at the Quote/Proposal. You can use setting Ignore Renewal Proration Setting at the Billing Preference to control the effect of this global custom setting No Proration on Renewal on the associated asset line items. If you select the Ignore Renewal Proration Setting checkbox and is found on an asset line item, Billing does not apply the effect of No Proration on Renewal to that asset line item during the progressive ABO operations. Billing considers No Proration on Renewal = False for that asset line item. If you do not select the Ignore Renewal Proration Setting checkbox, Billing applies the effect of No Proration on Renewal (only if this custom setting is enabled at Billing System Properties) to the asset line item during the progressive ABO operations.
Create Single Delta Billing Schedule	Select this setting to create a single billing schedule when you change the rate of an asset mid-cycle after the billing schedule is invoiced.
Auto Manage Payment Term	Select this setting to auto apply payment term to your invoice if the payment term is blank in your billing schedule. Payment Term is applied to the invoice as follows: For a Quote with Billing Plan: The payment term attached to the Quote/Proposal is used on the billing plan and invoice. If no payment term is attached to the quote, the payment term mentioned in Account or Account Location is used on the billing plan and invoice. If no payment term is mentioned in Account or Account Location, no payment term is applied to the billing plan and invoice. For a Quote without a Billing Plan: The payment term attached to the Quote/Proposal is used on the invoice. If no payment term is attached to the quote, the payment term mentioned in Account or Account Location is used on the invoice.
Always Apply Usage Minimum	Enable this flag if you need to apply usage minimum for a billing period that does not have any Usage Inputs.
Usage Minimum Field API Name	Enter the API name of the custom field used to capture usage minimum fee.
Hide Bill Plan Template on Bill Plan	Enable this flag to hide Create New Template link from the billing plan.
Usage Rating Price Field Override	Enter the API name of the price field based on which you want to rate the usage.
Usage Input Processing Order	Select the order in which the usage input processing batch job should process usage inputs. Valid values are: Id: The batch job processes usage inputs by the Input Id. The batch job processes the usage inputs with a lower number first, followed by usage inputs with higher numbers in an ascending manner. For example, the usage input with an input ID of IN-00001145 is processed first, followed by the usage input with an input ID of IN-00001146. SystemModstamp: The batch job processes usage inputs by the system modification stamp, that is, the date or time in which a usage input is created or modified. The batch job processes the usage inputs with an early modification timestamp, followed by usage inputs with late modification timestamps in an ascending manner. For example, the usage input with a modification timestamp of 2021-07-28T17:58:09 is processed first, followed by the usage input with a modification timestamp of 2021-07-28T17:58:35. The default value for this field is SystemModstamp. If you do not specify any value in this field, Billing selects SystemModstamp by default.
Simple Discount BS Generation	This setting is used to determine which period and amount to use when generating new Billing Schedules for a simple discount (Net Price is positive and Delta Price is negative). Billing Schedules can be generated for: Generate for Asset Generate for Current Contract This setting is deprecated. Conga recommends that you use CPQ Installed Product Setting → Apply Adj to Current Contract Term Setting instead. Refer to Calculating Billing Amount based on the Contract Term and the Single Transaction Adjustment Flag and Renewing Assets Using Current Contract Value for more details.
Evergreen Refresh Batch Size	Enter the number of evergreen asset line items to process in one batch. The default is 200. After the evergreen batch job is completed, billing schedules are created for the evergreen assets with status as pending billing.
Validate Usage Reversal	Enable this setting to ensure that the rated amount for the negative usage quantity is less than the usage consumed quantity,
Forecast Generation Batch Size	If you have created a custom field in Billing System Properties with the API name as ForecastGenerationBatchSize__c, you must stop using that custom field. The Forecast Generation Batch Size setting is available as a part of the Conga Billing managed package. Enter the number of items you want Conga Billing to process in each batch during forecast generation. As suggested by Salesforce, the maximum batch size can be 2000. When the forecasting job is executed using the Apttus_Billing.BillingService.forecastBilling(proposal.Id, false) API in asynchronous mode, the Billing logic generates forecast in batches with the batch size configured in this custom setting (Forecast Generation Batch Size).