Introduction

Salesforce Revenue Cloud Billing (available in Winter ‘25) streamlines invoice management with support for multiple legal entities and tax engine integration. This guide covers the complete setup process.

Initial Configuration

Permissions and Features

1. Assign Billing Admin and Data Pipelines Base User permission sets
2. Obtain the Billing User permission set license
3. Enable Data Pipelines in Setup
4. Activate Billing in Setup
5. Refresh the page to access the guided setup menu

Guided Setup Components

Legal Entity Creation

1. Navigate to the Legal Entity section
2. Provide company name and address
3. Save the record

Legal entities are essential for tying operations to billing and invoicing.

Billing Policy Setup

1. Create a billing policy
2. Set the status to Draft initially
3. Leave the default billing treatment empty until treatments are created

Billing Treatment

1. Create a billing treatment
2. Associate it with a legal entity and billing policy
3. Set status to Draft until treatment items are created
4. Define billing treatment items specifying:
   • Percentage to bill
   • Flat amount
   • Full amount

Billing Settings Configuration

1. Define default values including billing context
2. Establish order entity mappings

Tax Policy Configuration

1. Create a tax policy associated with your legal entity
2. Create a tax treatment linked to the tax policy
3. Activate the tax policy once both components exist

Invoice Generation Process

Payment Terms

1. Search for Payment Terms in Salesforce
2. Create a new payment term (e.g., “Net 30”)
3. Add term conditions (e.g., 30 days duration)

Billing Schedules

1. In Flows, activate the standard Order to Billing Schedule flow
2. This flow triggers billing schedule creation when orders are set to Active

Invoice Creation

1. Set up an invoice scheduler (immediate or recurring)
2. Review invoices under Invoice Batch Run
3. Each product receives its own billing schedule
4. Post invoices directly from Salesforce

Key Features

• Automatic conversion of negative invoice lines to credit memos
• Credit application to invoices
• Multiple legal entity support
• Tax engine integration capability

Summary

Revenue Cloud Billing provides comprehensive invoicing capabilities. The setup process involves configuring legal entities, billing policies, tax policies, and invoice generation flows to create a complete billing workflow.