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Architecture

Billing architecture

What has to be true before a single invoice exists — most of it invisible until the first one fails.

Salesforce docs documented by SalesforceField experience observed on a real orgRecommended pattern what we recommendTo verify unverified
Billing architecture order → schedule → invoice
PREREQUISITES SOURCE ENGINE OUTPUT drives routes Billing context extended + activated Billing settings context mapping Billing defaults entity, treatments OrderItem with period fields ScheduleGroup BSGEntitiesMapping BillingSchedule never created by hand Invoice draft, then posted InvoiceLine TaxCode stays empty Ledger rule insert-only criteria

Scroll the diagram sideways

Every box on the top row is a prerequisite that produces no error when it is missing — the schedules simply never appear. The order line is the other silent failure: it needs period boundary and billing frequency fields that are not surfaced as required, so a data import passes cleanly and nothing ever bills.

The objects involved

Select one to open its detail.

Salesforce resources