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Creating Billing Schedules from Contracts

When you activate a contract, billing schedules are created depending on the options you choose. You can replace billing schedules that have been deleted or create new billing schedules for the portion of a contract or contract line item that has not yet been billed.

Billing schedules for each contract line item are created from whichever of these is the latest:

• The contract line item Start Date.
• The Start Date you enter on the Create Billing Schedules page.
• The last billing schedule for the contract line item. The Bill Date of that schedule and Billing Term is used to calculate the dates for the next schedule.

Notes:

Notes

This feature is currently only available on the Salesforce Contracts Detail page. To access this, you must use the Salesforce Contracts Detail page. See Switching between Enhanced and Salesforce Detail Pages and Setting up Default Detail Pages.

If you change a contract line item on an active contract, we recommend that you delete the billing schedules that have not yet been billed and recreate them.

To create billing schedules from a contract or contract line item:

1. Click Create Billing Schedules from the contract or contract line item for which you want to generate billing schedules.
2. [Optional] Enter the Start Date from which to create generating billing schedules.
3. Enter the End Date to create billing schedules up until.
4. Click Create.

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