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Billing for Salesforce

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Billing for Salesforce

Real-Time Wallet Updates

Advanced Wallet Drawdown

If an asset line item is associated with a wallet and is activated, the wallet balance is reserved for that asset's upcoming billing schedules. This means the wallet balance is updated as soon as the billing schedules are created or updated for the asset line item.

Futuristic wallet drawdown does not reserve the wallet balance ahead of time. When the linked asset line item is invoiced and the wallet has either partial or complete available funds, the invoiced amount is deducted from the wallet and the wallet balance gets updated accordingly. To use the new behavior, you must enable the "Consume Wallet During Invoicing?" setting in your org.

Note: The Wallet Drawdown is created when the invoice is in the Draft status. This enables you to verify and evaluate the wallet drawdown amount. If the drawdown is as expected then the invoice can be approved.

Key points to consider

  • The asset line item to be invoiced must be associated with a wallet asset line item.
  • The wallet must be "Active", and its "Available Balance" must be greater than $0.00.
  • Enable the setting "Consume Wallet During Invoicing?" in your org.
  • After enabling the field setting:
    • Access the Invoice Page > Click Edit Layout >> Select the field" Total Wallet Draw Down Amount" >> Drag and Drop in the "Invoice Detail" section. This will roll up the withdrawable amount from the wallet(s) across the invoice line items.
    • Access Invoice Page > Click Edit Layout >> Edit the Related List" Invoice Line Item" >> From the Available Fields Section select the option " Link to wallet?" and add this to the Selected Field section.This will show that the line item is linked to a wallet.
Note: Wallet balance does not draw any tax liability. Tax calculation happens only for the amount paid by the customer apart from the wallet. Also, the tax is calculated for the invoices that are Approved, and not for the invoices in Pending or Draft status.

Enabling the Field Setting

You must enable the Consume Wallet During Invoicing? field setting as follows:

  1. Go to Setup>Custom Settings>Billing System Properties.
  2. Click Manage.
    The Custom Settings Billing System Properties page displays.
  3. Click System Properties.
    The Billing System Properties details page displays.
  4. Click Edit.
    The Billing System Properties Edit page displays.
  5. Select the Consume Wallet During Invoicing? checkbox.
  6. Click Save.
The field setting is enabled. Now if you associate the wallet with an asset then the wallet balance updates only after the billing schedules are invoiced. For more details on wallet drawdown, see Wallet Manager and Real-Time Wallet Updates.
User Guide
Billing

March 5, 2026