When you create a Quote, you can add the billing preference which is created in the Billing Apps. This preference is cascaded to the standalone and bundle products that you add to the cart. As a Sales Representative, you can manually overwrite the preference of the standalone or the bundle product. You can overwrite the preference for the entire bundle, or specific sub-bundles, or for specific components. Different sub-bundles or components can have different preference IDs.

When manually overwriting a billing preference, ensure that the change aligns with how the customer expects to be invoiced and how the finance team reconciles billing. For example, If a customer is invoiced at the bundle level, the preference ID must be the same for both the bundle and its options. A mismatch cause the billing schedules to differ, leading to reconciliation issues.

If invoicing happens at the options level, or there is no reconciliation requirement, each option can have its own preference ID and it does not need to match the bundle.

If no billing preference is set on the Quote, the system resolves it automatically in the following order:

• Account Location: The system uses the billing preference from the Account Location linked to the Quote.
• BillToAccount: If Account Location has no billing preference, the system falls back to the BillToAccount's preference.

This ensures a billing preference is always applied, even when not explicitly set.