Revenue Cloud

Invoice Management
Enablement Exercises

Version 1.0, Spring ‘25

 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

TABLE OF CONTENTS

Release Overview.......................................................................................................................................6
Bill Now for Account or Order..................................................................................................................7
Business Objective........................................................................................................................7
Use Cases....................................................................................................................................... 7
Design Time Configuration..........................................................................................................7
Configuration and Runtime Video............................................................................................. 7
Configuration and Runtime Video............................................................................................. 8
Suspend & Resume Billing........................................................................................................................9
Business Objective........................................................................................................................9
Use Cases....................................................................................................................................... 9
Design Time Configuration..........................................................................................................9
Configuration and Runtime Video............................................................................................. 9
Configuration and Runtime Video........................................................................................... 11
Preview Invoices via API......................................................................................................................... 12
Business Objective..................................................................................................................... 12
Use Cases.....................................................................................................................................12
Design Time Configuration....................................................................................................... 12
Configuration and Runtime Video........................................................................................... 12
Configuration and Runtime Video........................................................................................... 14
Invoice Scheduler....................................................................................................................................15
Business Objective..................................................................................................................... 15
Use Cases.....................................................................................................................................15
Design Time Configuration....................................................................................................... 15
Configuration and Runtime Video........................................................................................... 15
Configuration and Runtime Video........................................................................................... 20
Evergreen Amend, Renew, Cancel Support........................................................................................ 21
Business Objective..................................................................................................................... 21
Use Cases.....................................................................................................................................21
Design Time Configuration....................................................................................................... 21

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Configuration and Runtime Video........................................................................................... 22

Configuration and Runtime Video........................................................................................... 22
Update Billing Parameters......................................................................................................................23
Business Objective..................................................................................................................... 23
Use Cases.....................................................................................................................................23
Design Time Configuration....................................................................................................... 23
Configuration and Runtime Video........................................................................................... 24
Configuration and Runtime Video........................................................................................... 24
Invoice Ingestion and Creation............................................................................................................. 25
Business Objective..................................................................................................................... 25
Use Cases.....................................................................................................................................25
Design Time Configuration....................................................................................................... 25
Configuration and Runtime Video........................................................................................... 25
Early Renewals Support.......................................................................................................................... 26
Business Objective..................................................................................................................... 26
Use Cases.....................................................................................................................................26
Configuration and Runtime Video........................................................................................... 27
Ramp Deal Support.................................................................................................................................28
Business Objective..................................................................................................................... 28
Use Cases.....................................................................................................................................28
Design Time Configuration....................................................................................................... 28
Configuration and Runtime Video........................................................................................... 30
Related Asset on Billing Schedule Group............................................................................................ 31
Business Objective..................................................................................................................... 31
Use Cases.....................................................................................................................................31
Design Time Configuration....................................................................................................... 31
Corporate Currency.................................................................................................................................33
Business Objective..................................................................................................................... 33
Use Cases.....................................................................................................................................33
Design Time Configuration....................................................................................................... 33
New Billing APIs (8).................................................................................................................................34
Business Objective..................................................................................................................... 34
Use Cases.....................................................................................................................................34

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Design Time Configuration....................................................................................................... 34

Configuration and Runtime Video........................................................................................... 34

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as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Release Overview
This release brings significant advancements to the billing platform, introducing a multitude of
features designed to enhance operational flexibility, customer satisfaction, and financial
accuracy. By focusing on expanding core capabilities and introducing new advanced
functionalities, this release addresses a wide range of business needs, enabling organizations to
handle complex billing scenarios seamlessly.

One of the key highlights is the launch of the Advanced Billing Features Add-On, which
empowers users with sophisticated tools such as Milestone Billing, Usage-Based Invoicing,
Batch Invoice Document Generation, and Invoice Grouping. Additionally, financial processes
are further streamlined with support for GL Account Management, Dual Transaction Journals,
and Corporate Currency Capture.

In addition to these advanced features, the release introduces general enhancements that
cater to diverse billing use cases:

●​ Bill Now for an Account for immediate invoicing.

●​ Suspend and Resume Billing for dynamic control over billing processes.
●​ Evergreen Amend, Renew, and Cancellation with mid-term adjustments and proration.
●​ Early Renewals with precise billing for overlap or new renewal periods.
●​ Ramp Deal Support for flexible handling of subscription contracts.
●​ Invoice Ingestion by API for seamless integration with external systems.

This comprehensive release ensures businesses are equipped to handle evolving customer
requirements, complex financial processes, and operational scalability. By delivering greater
control, flexibility, and automation, these updates empower organizations to achieve billing
excellence and enhance customer experiences.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Bill Now for Account or Order

Business Objective
Businesses need the capability to generate consolidated invoices on-demand enabling them to
bill a customer account or specific transactions instantly. This ensures timely invoicing, supports
flexible billing needs, and improves both operational efficiency and customer satisfaction.

Use Cases
●​ Generate an invoice immediately for a one-off customer transaction outside the regular
billing cycle.
●​ Address urgent customer requests for immediate invoicing to facilitate faster payments.
●​ Provide flexibility for businesses operating in dynamic industries with irregular billing
patterns.

Design Time Configuration

No design time configuration is needed. If the user has Billing Ops or Billing Customer Service
Permission Sets, the user can generate invoices on demand.

Configuration and Runtime Video

A new option to generate invoices has been introduced on the accounts page.
1.​ Open the Account record for which the invoice is to be generated on demand
2.​ On the dropdown menu for more options click on “Generate Invoices”

3.​ Select the Target Date, Invoice Date and Status for the Invoices Generated.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

4.​ Click on Generate

5.​ Users will be notified as soon as the process completes.

6.​

Note: The Spring ‘25 release of Revenue Cloud Advanced and Revenue Cloud Billing supports
up to 200 Billing Schedules in an Org. If the customer has more than 200 Billing Schedules, it
is recommended to use Invoice Scheduler to generate the invoices.

Configuration and Runtime Video

🎥 Bill Now Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Suspend & Resume Billing

Business Objective
The "Suspend and Resume Billing" functionality allows businesses to temporarily pause
invoicing for a customer account or asset to address invoicing errors, disputes, or payment
challenges. This ensures billing accuracy, prevents further operational issues and billing process
violations, and maintains customer trust while providing the flexibility to resume billing
seamlessly once issues are resolved.

Use Cases
●​ Temporarily suspend invoicing for a customer account due to billing disputes or service
issues until resolved.
●​ Pause invoicing for Billing Schedule Groups when a customer requests a temporary
hold on services.
●​ Suspend billing for customers facing financial difficulties, allowing them time to recover
while maintaining goodwill.
●​ Resume invoicing seamlessly once disputes or errors are corrected or the customer's
payment ability is restored.
●​ Prevent invoice generation for inactive accounts or assets until they are reactivated.
●​ Avoid revenue leakage by ensuring suspended accounts are flagged and monitored for
timely reactivation.

Note: Suspension will not skip the billing for the suspended period. The Billing Schedule
transactions will not be processed for invoice generation events until the suspension state is
canceled and the next bill cycle is executed. Once billing has been resumed for the account,
the bill for the entire suspended period will be generated in the next billing cycle.

Design Time Configuration

There will be no design time needed. If the user has Billing Ops, Billing Customer Service or
Billing Administrator Permissions, the user would be able to suspend and resume billing.

Configuration and Runtime Video

A new option to generate invoices has been introduced on the accounts and Billing Schedule
Group page.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

1.​ Open the Account record that you want to Suspend or Resume billing for.
2.​ On the dropdown menu for more options click on “Suspend Billing”.

3.​ Suspension can be done immediately or in a future date by mentioning the suspension
date. Similarly, the resumption date can be used to automatically resume the billing for
the customer as soon as the resumption date is reached.

4.​ The user can resume the billing by clicking Resume Billing on the accounts page.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

5.​ We can either resume the billing on a future date or immediately resume by clicking on
“Cancel Suspension”.

Configuration and Runtime Video

🎥 Suspend and Resume Billing Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Preview Invoices via API

Business Objective
The Invoice Preview API provides businesses with a powerful tool to enhance transparency and
decision-making during the billing process. By allowing representatives to pass a transaction ID
and retrieve detailed invoice and invoice line data for the next two billing periods, this feature
enables proactive insights into upcoming charges. It helps customers understand their future
bills, supports sales teams in providing accurate cost estimates, and assists AR teams in
addressing pre-billing inquiries or concerns. This capability not only improves customer
satisfaction but also reduces billing disputes by fostering clarity and trust.

Use Cases
●​ Retrieve detailed invoice and invoice line data for the next two billing periods to provide
customers with a preview of upcoming charges.
●​ Enable sales representatives to share accurate cost estimates with customers during
contract negotiations or upsell discussions.
●​ Help Sales team address pre-billing inquiries by giving customers a clear breakdown of
future charges before invoices are generated.
●​ Provide account managers with insights into upcoming billing to prepare for customer
discussions or renewal planning.
●​ Enhance customer satisfaction and trust by improving transparency in billing cycles and
reducing surprises in invoices.
●​ Helps generate invoice preview from any transaction without creating the Invoice in the
system.

Design Time Configuration

No design time needed.

Configuration and Runtime Video

●​ The Preview invoices API can be executed through a tool such as Postman
●​ HTTP Method: POST

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

●​ Endpoint:
/services/data/v63.0/commerce/invoicing/invoices/collection/actions/preview
●​ Limitation in the Spring ‘25 Revenue Cloud Advanced release:
○​ Does not handle ARC orders
○​ Only supports up to 2 invoice previews
○​ No support for Milestone Billed products
○​ Bundled products are shown without product relationships
○​ Preview API does not calculate overages for usage products
○​ Supports preview of up to 200 Billing Schedules

API Request: Body:

{
"billingTransactionId": "",
"previewDate" :"2024-11-29"
}

Sample API Response Structure:

​
​ {
"invoiceDetailList" : [ {
"accountId" : "001SG00000nr61R",
"currencyIsoCode" : "USD",
"dueDate" : "2025-01-17",
"invoiceDate" : "2024-12-18",
"invoiceLineDetailList" : [ {
"billingFrequency" : "Monthly",
"chargeAmount" : "99.99",
"endDate" : "2025-01-12",
"lineAmount" : "99.99",
"productName" : "Slack",
"quantity" : "1.0",
"startDate" : "2024-12-13",
"taxAmount" : "0",
"unitPrice" : "99.99"
} ],
"totalAmount" : "99.99",
"totalAmountWithTax" : "99.99",
"totalTaxAmount" : "0"

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

}, {
"accountId" : "001SG00000nr61R",
"currencyIsoCode" : "USD",
"dueDate" : "2025-02-17",
"invoiceDate" : "2025-01-18",
"invoiceLineDetailList" : [ {
"billingFrequency" : "Monthly",
"chargeAmount" : "9.99",
"endDate" : "2025-01-12",
"lineAmount" : "9.99",
"productName" : "Cloud Storage",
"quantity" : "1.0",
"startDate" : "2024-12-13",
"taxAmount" : "0",
"unitPrice" : "9.99"
} ],
"totalAmount" : "9.99",
"totalAmountWithTax" : "9.99",
"totalTaxAmount" : "0"
}]
}

Configuration and Runtime Video

🎥 Invoice Preview Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Invoice Scheduler
Business Objective
The Enhanced Invoice Scheduler empowers businesses with advanced capabilities to
streamline and automate their billing operations. By supporting multiple currencies, it enables
seamless global invoicing for diverse customer bases. The addition of immediate invoice runs
ensures flexibility to handle urgent billing needs, while the option to set scheduler end dates
simplifies management by automatically deactivating schedules when no longer needed.
Furthermore, the ability to edit draft and inactive invoice schedules provides greater control
and reduces errors, ensuring accuracy and efficiency in invoice generation.

Use Cases
●​ Schedule invoices in multiple currencies to cater to global customers seamlessly. This
generates separate invoices for separate currencies.
●​ Perform an immediate invoice run to handle urgent billing requests or unplanned
transactions.
●​ Set an end date for an invoice scheduler to automatically deactivate it when no longer
required, reducing manual intervention.
●​ Edit draft invoice schedulers to correct errors or update billing parameters before
activation.
●​ Modify inactive invoice schedules to adjust for changing customer needs or business
requirements.
●​ Automate invoicing processes while maintaining flexibility for manual adjustments
when needed.

Design Time Configuration

No design Time needed.

Configuration and Runtime Video

1.​ From the App Launcher, find and select Billing Batch Schedulers.
2.​ Click New Invoice Scheduler.
3.​ Enter a scheduler name.
4.​ To activate the invoice scheduler, select Active.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

5.​ Invoices are generated only when the scheduler is active. You can create invoice
schedulers and activate them when needed.
6.​ Click on Start Run Now to immediately start the scheduler and generate invoices.

7.​ If Start Run now is clicked, the only inputs needed are the Target Date and Invoice Date.
Rest of the fields are deactivated.
8.​ To directly post invoices to the customers, select Post invoices.​
If you deselect Post invoices, draft invoices are created.
9.​ Select a frequency for creating a recurring invoice scheduler.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

10.​To generate invoices only once, select a target date and invoice date. This does not run
immediately but runs on the specified start date and time provided.​

11.​To generate invoices on a daily basis, select a target date offset and invoice date offset.​

12.​To generate invoices on a weekly basis, select a day of the week, target date offset, and
invoice date offset.​

13.​To generate invoices on a monthly basis, specify the required date. You can also
generate invoices based on a specific day of the month. Select the target date offset and
invoice date offset. If your invoice generation start date falls on a holiday or weekend,
you can schedule the invoice run for the next business day.​

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

​
Here’s how the invoice run inherits its target date and invoice date.

Target Date The invoices with the next billing date

before this date are picked up for
invoicing.

Target Date Offset The number of days added to or

subtracted from the next billing date to
generate the target date.

Invoice Date The date on the invoice.

Invoice Date Offset The number of days added to or

subtracted from the invoice date to
generate the invoice date.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

14.​The user can select “Stop Scheduler Recurrence” to “On” and select the “End Date”

15.​Click Next.
16.​Select the billing batch that the invoices are generated for.
17.​A billing batch is a group of invoices processed together during a billing run. Billing
batches organize and manage the invoicing process by grouping similar invoices, which
can be sent out in bulk. The invoice run picks up the billing batches from the billing
schedules.
18.​Select the billing charge type for the invoice.
19.​You can select one or both of these charge types: recurring and one-time. Additionally,
you can filter the invoice based on the legal entity and customer.
20.​Select the currencies that need to be billed.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

21.​Click Schedule.

Note: The total invoiced amount and total draft invoice amount can’t be summarised for the
invoice batch run if multiple currencies are processed.

Configuration and Runtime Video

🎥 Bill Now Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Evergreen Amend, Renew, Cancel Support

Business Objective
The Evergreen Amend, Renew, and Cancel Support feature enhances flexibility and control
over managing evergreen subscriptions. Sales representatives can now amend, renew, or
cancel subscriptions at any time rather than being restricted to the next billing date. This
ensures alignment with customer requests and business needs. The system accurately
calculates billing adjustments, including partial period charges or proration based on
configuration, and cancels relevant billing transactions seamlessly. This functionality improves
operational efficiency, enhances customer satisfaction by accommodating mid-cycle changes,
and ensures precise billing for all subscription amendments.

Use Cases
●​ Enable Sales Reps to cancel subscriptions mid-cycle by selecting the associated asset,
ensuring flexibility for customer requests.
●​ Automatically calculate the final amount to be billed during cancellations, accounting
for partial period charges or proration settings.
●​ Support amendments to evergreen subscriptions at any time, such as upgrading or
downgrading services mid-term.
●​ Provide functionality to renew evergreen subscriptions outside the regular billing cycle,
aligning with customer preferences or business needs.
●​ Adjust billing schedules dynamically based on the amendment or cancellation date,
ensuring accurate invoicing.
●​ Ensure seamless cancellation of billing transactions associated with a subscription when
it is terminated.
●​ Support configurations to enable or disable partial period proration and accurately
calculate values based on the selected option.
●​ Improve customer satisfaction by providing timely and accurate billing adjustments for
mid-cycle changes.

Design Time Configuration

No Design Time Configuration Needed

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Configuration and Runtime Video

No additional configuration is required for enabling this feature. The existing flows for asset
amendment, renewal, and cancellation will continue to apply seamlessly. The system now
enhances flexibility by removing restrictions on mid-term amendments, renewals, or
cancellations for evergreen products.

Billing operations will automatically generate accurate invoices or adjustments based on the
selected proration policy and the specific action performed, ensuring precise billing and
alignment with customer requests. This improvement simplifies operations while maintaining
billing accuracy and efficiency.

Configuration and Runtime Video

🎥 Evergreen Billing Support Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Update Billing Parameters

Business Objective
The Update Billing Parameters for Ongoing Transactions feature provides Billing Operations
teams with enhanced control and flexibility to manage active billing schedules and
transactions. With the addition of a new permission in the Billing Ops permission set, users can
now update key billing parameters such as Billing Day of Month, Override Next Billing Date,
Payment Terms, Billing Treatment, and Billing Address. This capability ensures that billing
adjustments can be made in real-time to accommodate customer requests, resolve errors, or
align with evolving business requirements, improving operational efficiency and customer
satisfaction while minimizing disruptions to the billing cycle.

Use Cases

●​ Allow Billing Ops users to update the Billing Day of Month (BDOM) for an active
transaction to accommodate customer requests for preferred billing dates.
●​ Enable Billing Ops users to set an Override Next Billing Date (ONBD) for a one-time
adjustment in the billing cycle, ensuring flexibility in managing unique scenarios.
●​ Provide in-line editing capabilities for Billing Ops to quickly update billing parameters
directly on the selected Billing Schedule Group (BSG).
●​ Automatically adjust the next billing date based on the ONBD value while ensuring
subsequent cycles align with the updated BDOM.
●​ Ensure seamless billing transitions for customers by applying updated parameters
without disrupting the overall billing schedule.
●​ Support real-time updates to billing parameters, ensuring immediate reflection of
changes in the system.
●​ Maintain accurate and consistent billing schedules for subscriptions by updating
parameters dynamically based on customer requirements.
●​ Prevent billing errors or inconsistencies by validating and applying changes to billing
parameters only within the defined rules and system logic.

Design Time Configuration

This feature is only available on the Revenue Cloud Billing Product. A separate set of licensing
is required to utilize this functionality.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Configuration and Runtime Video

1.​ From the App Launcher, find and select Billing Schedule Groups.
2.​ From the List Page, Perform Inline Edits to update multiple BSGs from the same screen

3.​ To update individual BSG, open the BSG that needs to be updated
4.​ Perform the edits that are needed.
5.​ New Fields that can now be edited are:
a.​ Billing Day of Month
b.​ Override Next Billing date
c.​ Payment Terms
d.​ Billing Treatment
e.​ Billing address

Configuration and Runtime Video

🎥 Billing Parameter Update Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Invoice Ingestion and Creation

Business Objective
Customers need an ability to create a standalone Invoice for various reasons like
●​ Bring in an externally generated invoice
●​ Create a new Invoice without billing schedule and billing schedule group
●​ Generate a one time Invoice
Hence they need an easy way to insert an Invoice into our billing system or create a new one

Use Cases
●​ Customers have been using a different billing system and now want to migrate to
Revenue Cloud Billing
●​ Customers want to create a one time Invoice
●​ Customers want to create an Invoice without Billing Schedule and Billing Schedule
group as they do not have any subscription model

Design Time Configuration

Revenue Cloud Advanced makes use of the Data Cloud Invoice Ingestion API to ingest invoices
from other systems into the Salesforce environment. Please reference the Ingestion API
documentation for more information on use of this functionality.

Configuration and Runtime Video

🎥 Invoice Ingestion Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Early Renewals Support

Business Objective
The Early Renewal Support feature allows businesses to handle customer requests for
renewing subscriptions before their scheduled renewal date. This ensures flexibility for
customers who wish to secure continued service or take advantage of early renewal offers. The
system accurately adjusts billing to account for the overlap period or the new renewal period,
ensuring customers are charged correctly while maintaining seamless subscription continuity.
This feature not only enhances customer satisfaction by accommodating their renewal
preferences but also supports businesses in improving retention rates and cash flow
predictability.

Use Cases
●​ Allow customers to renew their subscriptions before the scheduled renewal date,
ensuring uninterrupted service and bill the right amounts based on new renewal period
●​ Adjust billing calculations to account for any overlap between the current subscription
period and the early renewal period.
●​ Generate invoices that accurately reflect charges for the new subscription term starting
from the early renewal date.
●​ Provide flexibility for customers to renew early due to budgetary considerations or
promotional offers.
●​ Enable Billing Ops to manage early renewals seamlessly by automatically updating the
renewal and billing schedules.
●​ Perform an early renewal of the product

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

●​ System creates an early renewal order

●​ Once order is activated system creates a new billing schedule against the same
BSG( Asset) for the net new renewal period and creates a negative billing
schedule for the overlap period of earlier schedule

Configuration and Runtime Video

🎥 Early Renewal Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Ramp Deal Support

Business Objective
Sales representatives can leverage ramp deals to address their customers' changing needs over
time within a single transaction. By offering greater flexibility in pricing strategies, they can
foster long-term customer relationships and drive business growth with predictable profitability.
Once a ramp deal is executed/established customers should be billed appropriately / right
amount for each of the ramped segments . Billing will be able to calculate the right amount per
segment and generate the right Invoices

Use Cases
●​ Allow customers to purchase products/services as ramped deals
●​ Bill customers the right amount based on the segment and prices negotiated for the
segment

Design Time Configuration

No design time configuration from billing side

1.​ Configure a product as rampable product and create an Order with the the product
2.​ Upon Order activation, the system creates one Billing Schedule Group for the Order
Product and one Billing Schedule for each of the segments defined in the Ramp Deal

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Configuration and Runtime Video

🎥 Billing a Ramp Deal Video (Revenue Cloud Overview Presentation)

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Related Asset on Billing Schedule Group

Business Objective
The Related Asset on BSG feature enhances billing accuracy and traceability by stamping the
associated asset directly onto the Billing Schedule Group (BSG). This linkage provides a clear
reference between billing schedules and the underlying assets, simplifying the management of
asset-based billing. By establishing this connection, businesses can ensure invoices are
accurately tied to specific assets, reducing errors and improving operational efficiency in
subscription or usage-based billing scenarios.

Use Cases
●​ Stamp the associated asset on the Billing Schedule Group (BSG) to maintain a clear link
between the asset and its billing schedule.
●​ Enable AR teams to quickly trace invoices back to the underlying asset for dispute
resolution or audit purposes.
●​ Simplify reporting and analysis by linking assets to their corresponding billing schedules
groups for better tracking and insights.

Design Time Configuration

No Design Time or Configuration is needed. This is an automated stamping process. The
underlying Asset is referred to as the Reference Entity and is associated with the Reference
Entity field on the Billing Schedule Group page layout.

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 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

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as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

Corporate Currency
Business Objective
Additional attributes that capture the snapshot of corporate currency equivalents for billing
transactions which have non-corporate currency as isocode, to be used for calculating Foreign
Exchange Gain & Loss.

Use Cases
●​ Capture the Corporate currency equivalents on billing transactions that are having a
non-corporate currency
●​ Capture the snapshot of the exchange rate, date and corporate currency equivalent for
the transaction total

Design Time Configuration

●​ Admin has to setup Advanced Currency Management and ensure there is a process to
mention the exchange rates
●​ Turn on Store Transaction Amounts in Corporate Currency under Billing Settings
●​ Ensure the Corporate Currency Fields are showing up on page-layouts for the accounts
receivable transactions

This article in the Salesforce Help portal describes functionality to manage Multiple Currencies
in your Org

Revenue Cloud Billing natively supports multi-currency functionality, ensuring invoices are
generated in the same currency as the associated price book entry during order creation. The
system automatically carries the currency ISO code and amounts from the order to the invoice,
eliminating the need for additional configuration. This allows businesses to operate seamlessly
across multiple geographies while maintaining accurate financial records in different currencies

© Copyright 2000–2025 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., 32
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

New Billing APIs (8)

Business Objective
The introduction of 8 new Billing APIs provides businesses with enhanced capabilities to
streamline invoicing operations, improve customer satisfaction, and adapt to diverse billing
scenarios. From immediate invoice generation and billing control to seamless integration with
external systems, these APIs deliver flexibility and accuracy. They enable businesses to
automate key processes, recover from errors efficiently, and provide dynamic adjustments to
meet customer and operational requirements, ensuring a more agile and reliable billing
experience.

Use Cases
●​ Generate invoices immediately for specific accounts using the "Bill Now" functionality
via the Create Invoices Using Billing Schedules API.
●​ Temporarily halt or resume billing for accounts or Billing Schedule Groups (BSGs) using
the Suspend Billing API and Resume Billing API.
●​ Retrieve detailed previews of upcoming invoices for billing transactions with the
Preview Invoices API, enhancing transparency for customers.
●​ Import invoices from external systems using the Ingest Invoices from an External
System API to support unified billing management.
●​ Create invoice documents in bulk for large invoice runs using the Batch Invoice Doc
Generation API and Invokable Action, reducing manual effort.
●​ Retry failed document generation efficiently with the Retry Invoice Doc Generation
API, ensuring consistency in invoice documentation.
●​ Dynamically adjust invoice scheduling parameters through the Edit Invoice Scheduler
API to accommodate changes in customer or business needs.

Design Time Configuration

No Design Time

Configuration and Runtime Video

There are 8 new APIs that have been introduced:
●​ Create Invoices By Using Billing Schedules API - Bill Now for Account
●​ Suspend billing API for accounts and billing schedule groups

© Copyright 2000–2025 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., 33
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
 Salesforce Revenue Cloud
Invoice Management
Spring ‘25

●​ Resume billing API for accounts and billing schedule groups

●​ Preview invoices for a billing transaction API
●​ Ingest invoices from an external system API
●​ Batch Invoice Doc Generation API and Invokable Action
●​ Retry Invoice Doc Generation API
●​ Edit Invoice Scheduler API

© Copyright 2000–2025 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., 34
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.