Billing preference is primarily used for subscription billing. It captures the organizational policies or customer preferences to generate billing schedules. It contains settings to generate recurring billing schedules and compute fee amounts.
You can update, delete, or deactivate the existing billing preferences. You can also fetch all or specific billing preferences with preference ID.
You can retrieve billing preference by its name if you have populated the Name field on the billing preference.
Enter the following details in the API fields and clickSave:
Field
Data Type
Description
Name
Textbox
Enter a unique name for the billing preference you want to create.
Active
Boolean
Select the appropriate value to activate or deactivate this billing preference. Select from the following options:
True
False
Default
Boolean
Select an appropriate value to make this billing preference the default preference for this org. Select from the following options:
True
False
There can be only one default billing preference record. If you mark another billing preference as "default", then the previous one will be automatically marked as non-default.
Billing Cycle Start
Picklist
Billing Cycle Start can be any day on which you want to bill customers. Billing schedule records are aligned on the basis of the billing cycle start. Select from the following options:
Billing Day of Month
Billing Day of Week
Period Start Date
Order Date
Ready for Billing Date
Billing Day of Month
Picklist
Day of the month when you want to bill your customer. Select from the following options:
1st of the month
2nd of the month
....
30th of the month
31st of the month
End of month
Calendar Cycle Start
Picklist
Select the month to align your customer's billing to a specific business calendar year.
January
February
March
April
May
June
July
August
September
October
November
December
Proration Computation Method
Picklist
Select from the following options:
Calendar Days of First Month
No Bill
30 days
Maximize A/R
The default value is 30 days.
Proration allowed in One Time Billing
Checkbox
Select or clear the checkbox to toggle the feature ON or OFF.
Split Distribution Method
Picklist
Select from the following options:
None
Defer to the Next Schedule
Defer to the Last Schedule
Spread Evenly Across the Remainder of Schedules
The default value is None.
Evergreen Billing Schedule Records Creation Option