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

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  • May 2 2017
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  • Clyde Gatlin commented
    26 Oct, 2021 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, 2021 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, 2021 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, 2021 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
    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 

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