Billing Plan using a Billing Plan Template
Follow these steps to create a Billing Plan:
- Open your Quote/Proposal page and go to the Billing Plan related list. Click New Billing Plan to create a Billing Plan.
- Select a Billing Plan Template from the lookup.
- Because a plan is always associated to a proposal, you can create a plan only for products configured on that proposal. From the list of products, select product(s) for which you want to create a Billing Plan. You can filter products based on their Price Type: One-time and Recurring from Filter by Price Type picklist.
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Enter Billing Start Date and Billing End Date.
The Number of Installments and Billing Method fields are auto-filled based on the template.
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Click Next.
Plan Item schedules are populated based on the selected template. Refer the section on Billing Plan Templates to understand how the schedule is created.
- Verify the dates and Save all changes.
