Payment Term Management Actions from the UI

Finance administrators can now manage the payment terms directly from the payment term record interface. The following actions are available:

• Edit — Modify the attributes of an existing payment term record.
• Clone — Create a copy of an existing payment term. Cloned payment terms default to Inactive and Non-Default status, allowing administrators to review and configure the cloned record before activating it.
• Activate — Make a payment term available for assignment to Billing Headers and customer accounts.
• Inactivate — Retire a payment term from active use. When a payment term is inactivated, the system automatically updates both the Active and Is Default flags accordingly.

Each operation is supported by a confirmation dialog on the user interface.

For more information, see Activating or Inactivating Payment Terms, Cloning a Payment Term and Editing a Payment Term.

Invoice Split Criteria Management from the User Interface

Billing administrators can now manage the complete lifecycle of Invoice Split Criteria records directly from the Billing user interface, through Split Criteria tab, without requiring API-level access.

The following actions are supported directly from the platform user interface:

• Create — Create new Split Criteria records and configure split rules for invoice generation.
• Edit — Modify the configuration of existing Split Criteria records.
• Clone — Duplicate an existing Split Criteria record to create a new record based on an existing configuration.
• Activate — Enable a Split Criteria record for evaluation during invoice generation.
• Inactivate — Retire a Split Criteria record from active use without deleting it from the system.

The Split Criteria list view provides a list of all Split Criteria records in the org, with default columns displaying key record attributes — including Name, Sequence, Active status, Record Type, Object, and Criteria Value — for quick review and management.

The Split Criteria record detail page provides a complete view of an individual Split Criteria record, including its Basic Details, Criteria Details, and User Details. Administrators can perform all supported record-level actions directly from the detail page.

Actions can be performed on individual records from the record detail page or row-level action menu. Multiple records can be activated or inactivated simultaneously using bulk selection from the list view, supporting efficient Split Criteria management.

For more information, see Split Criteria, Split Criteria Details, Activating or Inactivating Split Criteria, Creating a New Split Criteria, Editing a Split Criteria, and Cloning a Split Criteria.

Support for Configuring Manage Custom Plan Action on the Cart

The administrators can now configure the Manage Custom Plan action on the Cart. This action allows the users to create and edit milestone-based and term-based custom plans for one-time and recurring cart line items directly from the cart interface — without navigating away from the cart or requiring post-order configuration.

For more information, see Configuring Manage Custom Plan Action on Cart.

Custom Plan Configuration from Cart

Billing users can now create and edit milestone-based and term-based custom plans for one-time and recurring cart line items directly from the cart interface, using the Manage Custom Plan action added by the admin. The support is extended for creating custom plans by manual entry or by using saved templates. Custom plan references are automatically carried forward from cart line items to the corresponding Order Line Items (OLIs) and Billing Headers when the cart is finalized.

For more information, see Creating a Custom Plan Using Plan Template and Creating Direct Custom Plan.

Support for Editing Custom Plans Before Billing Generation

Sales representatives can now edit existing custom plan records directly from the user interface prior to billing generation. Supported editing actions include modifying custom plan fields and plan line items, switching between manual and template-based plan types, and changing the template on an existing template-based plan. When switching plan types or changing a template, the system clears existing values and auto-populates fields and plan line items from the selected template. Custom plan editing is available only before any associated Order Line Item (OLI) is activated or billing is generated.

For more information, see Editing a Custom Plan.

Support for Editing Custom Plans via API Before Agreement Activation

The Custom Plan API now supports editing of existing custom plans created from the Agreement header or cart path, prior to agreement activation or billing header creation. Both percentage-based and amount-based custom plan variants are supported for milestone-based and term-based plan types.

The following fields can be updated via the API: Name, Description, NumberOfInstallments, Plan Type, Computation Method, Periods Needed and Installment Details — including individual installment fields such as expected date, amount, and percentage.

The API enforces validations on the Based On field to ensure that the custom plan configuration remains consistent with the associated line item and billing structure.

For more information, see Use Case: Custom Plan Workflow on Agreement.

Invoice Line Item Tax Breakup Related List

A new Invoice Line Item Tax Breakup related list is now available on the Invoice Line Item detail page under the Related tab. The related list displays a breakdown of tax components applied to each invoice line item, providing finance administrators and billing users with granular visibility into the tax calculation for each line.

The elated list five records by default, with the option to view all records. All records and actions within the related list are read-only. Users cannot create, edit, or delete tax breakup records from this view.

For more information, see Invoice Line Items.

Support for Taxable, IsTaxInclusive, and TaxCode Fields on Invoice Line Items

Each Invoice line item now includes Taxable, IsTaxInclusive, and TaxCode fields, which are used during tax calculation. The system calculates taxes and adjusts the TotalAmount field based on these values, supporting both tax-inclusive and non-taxable scenarios with accurate tax breakdowns and reporting.

For more information, see Developer Hub.

Enable Invoice Tax Calculation with Invoice Line Item Tax Breakup on Approved Invoices.

The Invoice Tax Calculation and Invoice Line Item Tax Calculation APIs now support the creation of multiple tax breakup records per invoice line item, reflecting the full set of tax breakup records returned by the external tax engine. With this enhancement, each individual tax breakup — such as state tax, county tax, and special taxes — is captured as a discrete tax breakup record, providing complete tax transparency at the line item level on the approved invoices.

In addition, the Tax and Total Amount fields on each invoice line item are automatically updated to reflect the sum of all applicable tax breakup records, ensuring that the line item totals remain accurate and consistent with the tax engine response.

Estimate Tax Call

• Invoked during the invoice estimation stage to calculate a projected tax amount before the invoice is approved.
• On a successful estimation call, the API calculates and populates the Estimated Tax Total and TaxStatus = Estimated fields on the invoice record.

Committed Tax Call

• Automatically invoked after invoice approval to calculate the final, committed tax amount.
• On a successful committed tax call, the API:
  • Calculates and populates the Actual Tax Total field on the invoice record.
  • Creates a Tax Summary record associated with the invoice.
  • Creates the related Accounts Receivable (A/R) Transaction record.

For more information, see Developer Hub.