Milestone Billing in Revenue Cloud Billing

Milestone Billing in Revenue Cloud: A Complete Walkthrough

In this tutorial, learn how to implement milestone-based billing in Salesforce Revenue Cloud Billing, allowing you to invoice customers at specific project checkpoints rather than on a fixed schedule. Perfect for service-based businesses managing complex project deliverables.

## What You'll Learn:
- How to configure both date-based and event-based billing milestones
- Setting up pre-built milestone billing scenarios using billing treatments
- Creating custom milestone plans for specific customer requirements
- Marking milestones as accomplished to trigger invoice generation

## Timestamps:
00:00 - Introduction to milestone billing in Revenue Cloud
02:27 - Creating standard billing treatments for milestone scenarios
05:55 - Applying milestone billing to orders
08:11 - Creating custom milestone billing plans for specific orders
10:27 - Marking milestones as accomplished and generating invoices

Milestone billing in Revenue Cloud allows you to bill customers based on specific project checkpoints rather than on a predetermined schedule. This feature supports both date-based milestones (e.g., 30 days after activation) and event-based milestones requiring manual confirmation of completion.

Note: Milestone billing is only available with the Revenue Cloud Billing add-on to Revenue Cloud, not in the standard Revenue Cloud Advanced package.

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Видео Milestone Billing in Revenue Cloud Billing канала The Cloud Update