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Billing for Salesforce

Billing Settings

Legal Entity-Based Custom Numbering

You can create custom invoice numbers based on Legal Entity. Custom Numbering functionality is available for Invoice, Split Invoice, Credit Memos, and Wallet Credit records.

Custom Numbering is applied to an invoice when an invoice is generated for an account related to the Legal Entity. All the credit memos and split invoices generated from that invoice also have custom numbers.

Applying Custom Numbers to the Legal Entity

To apply custom numbers based on the legal entity

  1. From the legal entity, click New Legal Entity Custom Numbering Entry from the Legal Entity Custom Numbering Entries related list.
  2. Enter values for the following fields.

    Field

    Description

    Legal Entity

    Select the Legal Entity from the lookup field

    Numbering Type

    Select the object to apply the custom numbering settings

    Field Separator

    Enter the special character to use as a separator between fields.

    Custom Number Creation Option

    Select one of the following options: Approved - Custom Numbering is only applied if the status of the invoice or the credit memo is Approved Draft - Custom Numbering is also applied on draft invoices and credit memos

    Initial Sequence Number

    The initial number for the custom numbering sequence

    Number of Leading Zeros

    Enter the number of zeros to precede in the custom number

    Static Prefix

    Enter the text to use as a prefix

    Field Based Prefix

    Use this field to prepend values from the legal entity fields for the custom numbering. To enter multiple fields, use comma separated values.

    Static Suffix

    Enter the text to use as a suffix

    Field Based Suffix

    Use this field to append values from the legal entity fields for the custom numbering. To enter multiple fields, use comma separated values.

  3. Click Save.
After each use of the record, the next sequence number is auto-incremented.

Use Case: Creating Custom Numbers for all approved invoices generated for the UK Legal Entity

Description: This use case describes how to configure custom invoice numbering based on legal entity.

Suppose for the UK legal entity, you want to generate invoice numbers in the following format: INV-CompanyCode-00001-APP

Pre-requisite: Make sure you have a legal entity named UK associated with your quote/proposal.

Creating Custom Numbers for the UK Legal Entity

To create custom numbers:

  1. Go to UK Legal Entity. Click New Legal Entity Custom Numbering Entry.
  2. Make following entries to form the numbering pattern:

    Numbering Type: Invoice

    Field Separator: -

    Custom Number Creation Option: Approved

    Initial Sequence Number: 1

    Number of Leading Zeros: 5

    Static Prefix: INV

    Field Based Prefix: Apttus_Config2__CompanyCode__c

    Static Suffix: APP

  3. Invoice the billing Schedules.

The invoice is created with the Invoice Number as INV-CODE01-00001-APP. After the invoice is generated, the Next Sequence Number is auto-incremented to 2.

The next generated invoice will have the Invoice Number as INV-CODE01-00002-APP.

Administrator Guide
Billing

January 8, 2025