Creating Products

In FinancialForce Billing Central you create plans and contracts that contain lines which are based on Salesforce products. FinancialForce Billing Central adds the Billing Type field to the Salesforce Product object to enable you to choose the way in which a product is billed. Before you can create a plan or a contract in FinancialForce Billing Central, at least one product must exist in your Salesforce OrgSalesforce organization.

To create a product:

  1. Click New in the Salesforce Product tab.
  2. In the Billing Type field, select way in which a bill is to be generated. Choose from:
  3. Complete the fields as described in the Salesforce Help.
  4. Click Save.

Related Concepts

Products

Filtering the Product List in the Enhanced Detail Pages

Reference

Product Fields (Billing Central)

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