Salesforce Billing Training

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Learn all about Salesforce billing software functionalities and capabilities and acquire right set of skills and knowledge to clear Salesforce Billing Certificate Examination. Enrol for Salesforce Billing certificate training exam from Multisoft Systems and learn from a team of industry experts. Get in-depth knowledge on how to offer seamless invoicing solution to business and customers.

Salesforce Billing is an add-on package to Salesforce CPQ software that offers comprehensive and easy to use platform to bill customers. With the help of this platform, users can easily configure product prices and catalogues based on the type of billing, such as usage based, recurring and one-time fees billing. Once the quote/order is finalized in CPQ, this software uses the information for generating payment; invoicing and revenue recognition. After on-boarding customers to the billing platform, the billing software keeps track of their subscription policies and billing cycles.

Tracking the changes in the invoices, the software is able to send invoice accordingly, even when there is change in the billing cycle. The software helps to speed-up the invoicing processes, by automating payment processes. Since, the platform integrates with different systems and stores payments time and details, it enables users to quickly update or change customer offerings. It also supports processes like financial reporting, subscription management and revenue management.

Employing the software, users can easily customize tax rules, prices and revenue recognition of the products. In-built with features like Split Invoicing and Invoice Consolidation, the software enables users to consolidate on split multiple invoices, based on the requirement in a single order, ensuring that customers are charged fairly based on the contract. It also comes equipped with advanced analytics that allows sales team to track and monitor customer behaviour offering them insights, like usage of the service by the customer, amount spent, generated revenue, etc.

If you want to get in-depth knowledge and expertise in efficiently integrating and managing Salesforce Billing platform, enroll for Salesforce Billing Training Certification course from Multisoft Systems. Taught by a team of highly experienced and certified industry trainers, this online course offers students benefits like lifetime e-learning access, recorded training session videos and after training support.

Salesforce Billing Course Objective
  • How to leverage Salesforce CPQ to generate accurate orders from quotes?
  • How to generate invoices from order data?
  • How to generate invoice for usage-based products?
  • How to maintain tax tables to calculate taxes for orders and invoices?
  • How to process payments and maintain payment methods?
  • to process credit notes, debit notes, and refunds?
  • How to create revenue recognition rules?
  • How to setup framework for transaction organization and general ledger integration?
Salesforce Billing Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • Consultants
  • Admins
  • Aspirants interested to learn Salesforce and its billing process
  • Individuals engaged in Accounting and Sales operations
Salesforce Billing Course Prerequisites
  • Aspirants with basic knowledge of Salesforce CPQ, concepts of Salesforce and functionality, etc. can avail Salesforce Billing Certification Training course
Salesforce Billing Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completion of Salesforce Billing Training course.

Learn all about Salesforce billing software functionalities and capabilities and acquire right set of skills and knowledge to clear Salesforce Billing Certificate Examination. Enrol for Salesforce Billing certificate training exam from Multisoft Systems and learn from a team of industry experts. Get in-depth knowledge on how to offer seamless invoicing solution to business and customers.

Salesforce Billing is an add-on package to Salesforce CPQ software that offers comprehensive and easy to use platform to bill customers. With the help of this platform, users can easily configure product prices and catalogues based on the type of billing, such as usage based, recurring and one-time fees billing. Once the quote/order is finalized in CPQ, this software uses the information for generating payment; invoicing and revenue recognition. After on-boarding customers to the billing platform, the billing software keeps track of their subscription policies and billing cycles.

Tracking the changes in the invoices, the software is able to send invoice accordingly, even when there is change in the billing cycle. The software helps to speed-up the invoicing processes, by automating payment processes. Since, the platform integrates with different systems and stores payments time and details, it enables users to quickly update or change customer offerings. It also supports processes like financial reporting, subscription management and revenue management.

Employing the software, users can easily customize tax rules, prices and revenue recognition of the products. In-built with features like Split Invoicing and Invoice Consolidation, the software enables users to consolidate on split multiple invoices, based on the requirement in a single order, ensuring that customers are charged fairly based on the contract. It also comes equipped with advanced analytics that allows sales team to track and monitor customer behaviour offering them insights, like usage of the service by the customer, amount spent, generated revenue, etc.

If you want to get in-depth knowledge and expertise in efficiently integrating and managing Salesforce Billing platform, enroll for Salesforce Billing Training Certification course from Multisoft Systems. Taught by a team of highly experienced and certified industry trainers, this online course offers students benefits like lifetime e-learning access, recorded training session videos and after training support.

Salesforce Billing Course Objective
  • How to leverage Salesforce CPQ to generate accurate orders from quotes?
  • How to generate invoices from order data?
  • How to generate invoice for usage-based products?
  • How to maintain tax tables to calculate taxes for orders and invoices?
  • How to process payments and maintain payment methods?
  • to process credit notes, debit notes, and refunds?
  • How to create revenue recognition rules?
  • How to setup framework for transaction organization and general ledger integration?
Salesforce Billing Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • Consultants
  • Admins
  • Aspirants interested to learn Salesforce and its billing process
  • Individuals engaged in Accounting and Sales operations
Salesforce Billing Course Prerequisites
  • Aspirants with basic knowledge of Salesforce CPQ, concepts of Salesforce and functionality, etc. can avail Salesforce Billing Certification Training course
Salesforce Billing Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completion of Salesforce Billing Training course.

Salesforce Billing Training Course Content

Module 1. CPQ & Billing Overview

  • Understand the roles of CPQ and Billing in sales and accounting
  • Identify who will likely participate in the Billing workflow
  • Investigate how CPQ helps create quotes

Module 2. Orders

  • Generate orders both manually and automatically
  • Modify order data
  • Control order generation outcomes
  • Copy down data with auto-mapping
  • Investigate obstacles to order generation

Module 3. Invoice & Order Relationships

  • Understand invoice data model and workflow
  • Determine order product qualification for invoicing
  • Analyze order data to predict next billing date
  • Override billing dates case-by-case
  • Setup defaults for order and invoice dates

Module 4. Invoice Generation

  • Determine invoice due dates
  • Generate invoices on demand
  • Schedule invoice runs to regularly generate invoices
  • Split invoices by multiple factors

Module 5. Usage

  • Create and organize usage records
  • Override usage quantities and dates case by case
  • Invoice usage related order products

Module 6. Invoice Line Pricing

  • Identify critical invoice and invoice line fields
  • Manage tiered pricing reference snapshots
  • Calculate billable unit price for subscription products
  • Determine proration calculation method

Module 7. Payments

  • Understand the payment workflow in Billing
  • Create and allocate payments
  • Explore payment gateway options and settings
  • Maintain electronic payment methods
  • Collect payment through a virtual terminal
  • Schedule recurring payments

Module 8. Debit Notes, Credit Notes, & Refunds

  • Understand the debit note and credit note workflow
  • Create and allocate debit and credit notes
  • Allocate payments to debit notes
  • Credit or cancel & rebill to roll back invoices
  • Maintain refund records

Module 9. Legal Entity & Taxation

  • Manage legal entity records
  • Explore tax calculation options and settings
  • Create tax rules and tax rates
  • Determine tax address

Module 10. Finance Books

  • Create accounting finance books
  • Generate finance periods
  • Automatically relate transactions to finance periods

Module 11. Revenue Recognition

  • Understand revenue transaction data model and workflow
  • Setup revenue distribution methods
  • Setup rev rec rules to generate revenue transactions
  • Manage products to leverage rev rec rules

Module 12. General Ledger

  • Create general ledger account records
  • Set up general ledger rules to relate transactions with accounts
     

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Salesforce Billing Training Course Certificate

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Salesforce Billing Corporate Training & Certification Program

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Check test score and performance with our skills analysis tools. Our detail scoreboard displays scores, areas of strength, detailed answer of questions and more for each employee.

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Salesforce Billing Training FAQ's

It is a sales software developed by Salesforce, which is used to optimize sales processes and quickly generate accurate quotes for orders. This application works in conjunction with ERP programs, CRM platforms and other business technologies ensuring accuracy and integrated data.


Yes! Salesforce Revenue Cloud offers a range of Salesforce products, including Salesforce Billing. It is developed with functionalities that automate invoice associated processes to efficiently manage and invoice customers.


Salesforce Billing fetches key information and records from Salesforce CPQ. The software is used for payment, invoicing and revenue recognition, once the quotes/order gets finalized within Salesforce CPQ.


Yes, it is possible to use Salesforce Billing without CPQ. It is called a Standalone Order, where one can create an order on his/her own or through an API and then pass it to Salesforce Billing for further process.


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