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Changing Billing Terms on Multi-Year Deals
I am looking for a solution for the solution to a billing period change mannual work. Can we autoamte a process where if we have a 2-year term - could we invoice annually in year 1, then change the billing period to quarterly in year 2 while keeping everything else consistent?
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Re: Changing Billing Terms on Multi-Year Deals
Hi @bhartidalal In QuoteRatePlanCharge there is a field called zqu__period__c where you can define the billing period as per your requirement. Please add this field to the QuoteRatePlanCharge fieldset:
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Re: Changing Billing Terms on Multi-Year Deals
Hi Jyoti,
Thanks for your reply!
Can you share more details how and where I need to add this field or share the knowledgecenter link where I can refer to more details.
Thanks,
Bharti
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Re: Changing Billing Terms on Multi-Year Deals
You can follow below steps:
Setup -> Create -> Objects -> Quote Rate Plan Charge -> Field Sets -> Display Charge Fields -> Click on Edit and you will see below screen where you can add the fields to show on the product selector.
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