Preference
Preference is primarily used for subscription billing. It captures the organizational policies and groups together all the key billing settings for a customer or account. Instead of configuring billing options individually for each account or order, administrators can define a Preference and apply it wherever needed. This makes managing complex billing requirements much easier and more consistent.
The Preferences tab is accessible via App Settings > Billing Settings > Configure > Preferences. It allows billing administrators to create, configure, and manage billing preference records. Each preference defines how and when billing cycles are initiated for orders, giving organizations precise control over billing and invoice generation.
| Field | Description |
|---|---|
| Name | The display name of the billing preference record. Rendered as a hyperlink — click to open the detail page. |
| Active | Indicates whether the preference is currently active and available for use on orders. |
| Default | Indicates whether this is the default preference applied to new orders automatically. |
| Billing Cycle Start | Defines the event or date that triggers the start of a billing cycle for orders using this preference. |
| Billing Day Of Month | The specific calendar day of the month on which billing is initiated, when Billing Cycle Start is set to Billing Day of Month (for example, 1st of the Month, 3rd of the Month, 18th of the Month, etc.). |
| Calendar Cycle Start | The month in which the calendar-based billing cycle begins (used when cycle alignment to a specific month is required e.g., January, June). |