Salesforce Billing overview

Salesforce Billing is an add-on package for CPQ. The order object acts as a bridge between Salesforce CPQ and Billing. Billing uses the order object to create invoices, payments, and revenue recognition.

Billing can help automate the invoicing process. Debit and credit memos can be generated for any change required to the invoices. The invoice contains all the products and services for which the customer has been billed. In the previous chapters, we saw that after a primary quote with the required products has been created and the opportunity is set to Closed Won, an order and a contract will be created.

Contracts serve as a source of truth for future customer transactions including amendments and renewals for subscription products. The order serves as the source of truth for all the billing transactions. It is recommended to create an order from the quote, and then create a contract from the activated order. In Chapter 7, Creating Contracts, Amendments...