When Are Recurring Invoices Processed

Schedule

Schedule defines the frequency of the recurring invoice. This could be monthly, annually, etc.

Start Date

This is the date the recurring invoice started. Note that this date is for informational purposes only, it does not trigger the processing of the recurring invoice.

End Date

This is the date the recurring invoice will stop processing. You can leave this blank and the recurring invoice will process until you deactivate it.

Occurrences

As an alternative to the End Date, you can enter the number of times (or occurrences) the recurring invoice shall process. For example, if you want to bill monthly for the next twelve months, then you can put 12 in Occurrences (schedule Monthly). More information can be found here.

Next Invoice Date

Recurring invoices are processed on the Next Invoice Date. This date is automatically computed by the app, but can be manually overridden.

Billing Period Start

This date identifies the start of the billing period. This date is for informational purposes only and is not used to trigger the processing of the recurring invoice.

NOTE: Billing Period Start was introduced on later versions of Payment Center and is not enabled by default (it’s enabled for new users). To enable the use of Billing Period Start, go to Payment Center Settings and check the box called Use Billing Periods (if it’s not on your page, please edit your layout and expose the field).

Billing Period End

This date identifies the end of the billing period. This date is for informational purposes only.

NOTE: Billing Period End was introduced on later versions of Payment Center and is not enabled by default (it’s enabled for new users). To enable the use of Billing Period End, go to Payment Center Settings and check the box called Use Billing Periods (if it’s not on your page, please edit your layout and expose the field).

Usage Based

Check this box if the recurring invoice is usage-based. Usage-based billings are normally processed at the end of a billing period, and amounts vary per period depending on usage.

Billing Period Offset

Recurring invoices are normally processed at the start of the billing period, or the end of the billing period for usage-based. You can use Billing Period Offset to process the invoice outside of the billing period.

For example, if your billing period is every 1st of the month but you want to process the invoice 5 days before, then you can put 5 in the Billing Period Offset. Here’s an example of what the dates would look like if there’s an offset:

Billing Period Start: 3/1/2018
Billing Period End: 3/31/2018
Billing Period Offset: 5
Next Invoice Date: 2/24/2018

Notice that the Next Invoice Date is 5 days before the billing period.

If you are usage-based and want to process the invoice 5 days after the billing period so you would have time to update/upload usages, then you can put 5 in the Billing Period Offset. Here’s what the example above would look like if it was usage-based:

Billing Period Start: 3/1/2018
Billing Period End: 3/31/2018
Billing Period Offset: 5
Next Invoice Date: 4/5/2018

Notice that the Next Invoice Date is 5 days after the billing period.

NOTE: Billing Period Offset was introduced on later versions of Payment Center and is not enabled by default (it’s enabled for new users). To enable the use of Billing Period Offset, go to Payment Center Settings and check the box called Use Billing Periods (if it’s not on your page, please edit your layout and expose the field).

 

How Are Recurring Invoices Processed

Is Active

Ensure that this box is checked for the recurring invoice to be processed.

Recurring Processor/Scheduler

Recurring invoices are processed by a background job that runs on scheduled basis looking for recurring invoices due for processing. More information can be found here. Ensure that the scheduler is started.

 

 

Was this article helpful?

Related Articles

Comments are closed.

  • About Us

    Kulturra.com builds enterprise apps on the Force.com platform. Our app, Payment Center, is currently one of the top financial apps in Salesforce. Since its launch in 2012, it's now being used by 1000+ Salesforce users and continues to grow.

  • Our Culture

    As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.
  • Check Our Customer Reviews

    2015sf_Partner_Available_On_appexchange_RGB_Gray_Border
Copyright © 2012-2018 Kulturra.com, Inc.
21151 S. Western Ave., Suite 215, Torrance, CA 90501, USA
MSA
All trademarks, trade names and logos appearing on the site are the property of their respective owners.
^ Back to Top