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Creating Billing Documents from Contracts

You can create billing documents from active contracts that contain one or more contract line items. Billing documents are created based on the billing schedules that are due to be billed depending on the criteria you enter. The billing documents show the amounts to be billed for recurring charges based on the criteria you enter.

Billing document line items are created for usage records associated with contract line items where the billing type is Recurring Variable and the usage date is within the billing dates you enter.

Note:

Note

If billing documents are already being processed for a contract, that contract is locked until processing is complete. In this situation, you cannot create billing documents for that contract until processing is complete.

If creation of billing documents fails because one or more contracts is already locked, try again when processing is complete.

Creating Billing Documents from Several Contracts

When you create billing documents for several contracts, a background process is started to create the billing documents. Depending on the option chosen for generating billing documents in the Billing Central Settings custom setting:

• A single billing document is created for each contract.
• A separate billing document is created for each billing type in a contract. For example, three billing documents are created if a contract contains three lines, one with a billing type One-off, one with a billing type Recurring Variable and one with a billing type Recurring Fixed.

See Billing Document Output.

To create billing documents from more than one contract:

1. Select the checkboxes of the contracts for which you want to create billing documents in the list view of the Contracts tab.
   Tips:

   Tips

   

   You can select an appropriate list view from which to select contracts. See List View.

   If you want to create billing documents for all active contracts that are due to be billed, you can select the checkbox in the heading.

   If the Salesforce Contracts tab is displayed, clicking Create Billing Documents without selecting any contracts creates billing documents for all active contracts that are due to be billed.
2. Click Create Billing Documents.
3. Do one of the following to select the date criteria for which you want to generate billing documents:
   • Select Equals and choose a date. This creates billing documents for billing schedules that are due to be billed on the date you enter.
   • Select In range and choose a date range. This creates billing documents for billing schedules that are due to be billed within the date range you specify.
   • Select On or before and choose a date. This creates billing documents for billing schedules that are due to be billed on or before the date you specify.
4. In the Document Date field enter the date for which billing documents are to be created.
5. [Optional] In the Document Due Date field enter the date on which payment is due.
6. Select the billing document option you want:
   • Single document – A single billing document is created for each contract.
   • Separate document for each billing type – A separate billing document is created for each billing type in each contract. For example, three billing documents are created if a contract contains three lines, one with a billing type One-off, one with a billing type Recurring Variable and one with a billing type Recurring Fixed.
7. Click Create or Create Billing Documents.

Note:

Note

Depending on the configuration options your administrator has chosen, notifications are sent to you by email or Chatter when the contracts are processed. Only contracts that are due to be billed are processed.

When ready to do so, you can mark billing documents complete. See Completing Billing Documents.

Creating a Billing Document from a Single Contract

To create a billing document from an active contract:

1. Click Create Billing Document on the Detail page of the contract that you want to create a billing document for.
2. Do one of the following to select the date criteria for which you want to generate a billing document:
   • Select Equals and choose a date. This creates a billing document for billing schedules that are due to be billed on the date you enter.
   • Select In range and choose a date range. This creates a billing document for billing schedules that are due to be billed within the date range you specify.
   • Select On or before and choose a date. This creates a billing document for billing schedules that are due to be billed on or before the date you specify.
3. In the Document Date field enter the date on which the billing document is to be created for.
4. [Optional] In the Document Due Date field enter the date on which payment is due for this billing document.
5. Select the billing document option you want:
   • Single document – A single billing document is created for the contract.
   • Separate document for each billing type – A separate billing document is created for each billing type in the contract. For example, three billing documents are created if the contract contains three lines, one with a billing type One-off, one with a billing type Recurring Variable and one with a billing type Recurring Fixed.
6. Click Create or Create Billing Document.
7. To view the billing documents:
   • On the enhanced Contract Detail page, click View Billing Documents from the success message that appears. This opens each billing document in a separate browser tab.
   • If you created the billing documents from the Salesforce Contract Detail page, click each billing document number in the View Billing Document page that appears. This opens the billing document in a separate browser tab.

When ready to do so, you can mark billing documents complete. See Completing Billing Documents.

View Tutorial

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