MX Merchant Ideas

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Add "Bill Now" button to recurring contracts

Rather than placing contracts into the queue if they need to run when initially created, the Merchant could use a Bill Now toggle to immediately bill the customer so there would be no wait time between the contract creation and the billing, thus allowing a merchant to immediately

  • Guest
  • May 2 2017
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  • Guest commented
    2 Nov 05:02am

    Your article is very helpful, the topic is particularly interesting, thanks for conveying to us, keep it up.

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  • Clyde Gatlin commented
    26 Oct 04:34am
    • The Salesforce Billing invoice scheduler or Bill Now process pulls order information into ... Sales reps can create both contracts and orders from a quote.


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  • Elta Konopelski commented
    7 Oct 04:49am

    Invoices display a list of purchased items and services alongside the total amount a customer must pay. The invoice record itself contains important details such as the balance, due date, and payment status. You can control several date fields in the Salesforce CPQ and Salesforce Billing packages to manage the number of invoices generated from an order, their billing dates, and the order products converted to invoice lines.


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  • Kavon Ebert commented
    5 Oct 05:12am

    Salesforce Billing allows you to create an invoice manually from a single order or to automate the invoice creation process with an invoice scheduler. Invoice schedulers evaluate unbilled order products based on user-defined criteria and create an invoice with invoice lines for each matching order product.


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  • Kavon Ebert commented
    5 Oct 05:11am

    Invoices display a list of purchased items and services alongside the total amount a customer must pay. The invoice record itself contains important details such as the balance, due date, and payment status. You can control several date fields in the Salesforce CPQ and Salesforce Billing packages to manage the number of invoices generated from an order, their billing dates, and the order products converted to invoice lines.

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  • Guest commented
    4 Sep 04:51am

    Enjoyed reading the article above, really explains everything in detail, the article is very interesting and effective. Thank you and good luck with the upcoming articles.

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  • Guest commented
    30 Aug, 2018 11:08pm

    Also should be able to edit recurring customers as there are changes that occur for periods of time and we shouldn't have to add another contract, we should be able to edit everything in the current contract.

  • Tyler Young commented
    20 Jul, 2017 09:41pm

    Also if the pay now button or add payment was able to be cash check or card.  If someone walks into cash and wants to make a payment that would be an additional benefit to a feature like this 

  • Tyler Young commented
    20 Jul, 2017 04:58pm

    As I read the request my opinion is that the request is for Option C (+),  The option to Bill Immediately the full recurring Payment amount.  The + part would be the ability to come into the recurring profile and accelerate the payment.  For Example if a customer payment is due the 30th but they call on the 20th and say please bill me now (because I have the money) or Please bill me an additional amount today and continue with the recurring payments.  

    I personally had a customer in this situation and I had to run the payment as a quick pay and it did not put the history of the payment within the recurring plan, and I had to either cancel or suspend the plan and create a new one so it would not over charge the customer.

  • Allie Klarman commented
    20 Jul, 2017 01:44pm

    Thank you all for voting on this feature! We are looking to implement the Bill now button, however, I have a couple questions regarding your expectations for this feature. There are a couple ways to interpret this request and I want to make sure we build it how you're expecting. 

    When you click this button are you expecting to bill a customer right then and there for:

    a) The full amount of the recurring plan. If this is the case would you anticipate the start date to be set automatically for you based on the date the bill now button was clicked?

    b) A prorated amount based on the start date and the cycle you have selected for this recurring plan. If this is the case we do have a prorated option in the payment section of a recurring plan but maybe we can make it more prominent.

    c) Bill immediately for the full amount, but have the contract pick up based on the time period selected in the schedule of the contract even if it is set to start within the same month.

    e) none of the above


    Please comment below and let me know your thoughts. Thank you and I look forward to hearing from you all!