Checkout API 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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  • Guest commented
    October 26, 2021 04:34
    • 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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  • Guest commented
    October 07, 2021 04:49

    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
    October 05, 2021 05:12

    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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    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
    August 30, 2018 23:08

    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.

  • Guest commented
    July 20, 2017 21:41

    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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