Salesforce Billing Online Training

Salesforce Billing Online Training

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    Introduction

    Salesforce Billing lets you invoice an order and manage its balances through credit and debit notes.  You can automate customer payments and process them manually or through a third-party payment gateway. Salesforce Billing applies a treatment to an order product if the treatment and the order product have a matching legal entity. Your rule can contain multiple treatments.

    Course Content

    1.CPQ & Billing Overview

    • Understand the roles of CPQ and Billing in sales and accounting
    • Identify who will likely participate in the Billing workflow
    • Investigate how CPQ helps create quotes

    2.Orders

    • Generate orders both manually and automatically
    • Modify order data
    • Control order generation outcomes
    • Copy down data with auto-mapping
    • Investigate obstacles to order generation

    3.Invoice & Order Relationships

    • Understand invoice data model and workflow
    • Determine order product qualification for invoicing
    • Analyze order data to predict next billing date
    • Override billing dates case-by-case
    • Setup defaults for order and invoice dates

    4.Invoice Generation

    • Determine invoice due dates
    • Generate invoices on demand
    • Schedule invoice runs to regularly generate invoices
    • Split invoices by multiple factors

    5.Usage

    • Create and organize usage records
    • Override usage quantities and dates case by case
    • Invoice usage related order products

    6.Invoice Line Pricing

    • Identify critical invoice and invoice line fields
    • Manage tiered pricing reference snapshots
    • Calculate billable unit price for subscription products
    • Determine proration calculation method

    7.Payments

    • Understand the payment workflow in Billing
    • Create and allocate payments
    • Explore payment gateway options and settings
    • Maintain electronic payment methods
    • Collect payment through a virtual terminal
    • Schedule recurring payments

    8.Debit Notes, Credit Notes, & Refunds

    • Understand the debit note and credit note workflow
      Create and allocate debit and credit notes
    • Allocate payments to debit notes
    • Credit or cancel & rebill to roll back invoices
    • Maintain refund records

    9.Legal Entity & Taxation

    • Manage legal entity records
    • Explore tax calculation options and settings
    • Create tax rules and tax rates
    • Determine tax address

    10.Finance Books

    • Create accounting finance books
    • Generate finance periods
    • Automatically relate transactions to finance periods

    11.Revenue Recognition

    • Understand revenue transaction data model and workflow
    • Setup revenue distribution methods
    • Setup rev rec rules to generate revenue transactions
    • Manage products to leverage rev rec rules

    12.General Ledger

    • Create general ledger account records
    • Set up general ledger rules to relate transactions with accounts

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    PRIVATE COURSE
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    • 3 weeks, 5 days
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