Prerequisites
- To create a billing plan at the shopping cart level, the product configuration and its pricing must be complete.
- To create a billing plan at the quote header level, proposal line items must be created.
- The Approval Stage of the proposal should not be 'Accepted'.
- Select the ManageBillingPlan2 Visualforce page
to use the Billing Plan functionality:
- Go to View Object from the Billing Plan screen.
- From Buttons, Links, and Actions, edit the New label.
- On Salesforce Classic Override, from
the Visualforce page drop-down, select
ManageBillingPlan2.
- Repeat steps 1 to 3 for the Edit and View labels.
