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override-or-use-account-billing-preferences-for-mass-billing

title: "Override or Use Account Billing Preferences for Mass Billing" category: "Actions" last_updated: 2025-05-19 tags: [billing, campaign, GAU, payment plans] personas: [finance-manager] lifecycle_stage: "Billing" related_features: ["Billing Plan Option", "Account", "GAU Allocation", "Mass Billing Wizard", "Invoice", "Opportunity"]​

🚀 Quickstart​

  1. Go to the Campaigns tab and open the billing campaign.
  2. Navigate through the wizard to the Mass Billing Confirmation screen.
  3. Toggle on Create Billing Plans.
  4. To use account preferences, proceed without toggling override.
  5. To override preferences, enable Override Billing Plan and select a new plan.

Override or Use Account Billing Preferences During Mass Billing

Learn how to generate billing plans for a billing campaign using either the billing preferences saved on each account or a unified override plan.

Overview​

When generating mass billing plans in Salesforce, the system uses the billing plan set on each account to convert GAU allocations into scheduled invoices. However, you can override this and apply a single billing plan to all accounts in the billing campaign.

This guide explains how to either use account-level billing preferences or apply an override during the billing plan generation process.

Prerequisites​

  • A billing campaign is already set up
  • Accounts all have default billing plan options
  • At least one billing plan option is available in your org

Step-by-Step Instructions​

  1. Open the Campaign

    • Go to the Campaigns tab.
    • Open the relevant billing campaign (used to set up mass billing by applying GAU allocations as charge templates to the accounts of campaign members).

  2. Click on “Mass Billing Wizard”

    • This starts the mass billing wizard for the selected campaign.
    • Navigate through the wizard to the Confirmation Screen

  3. Click “Create Billing Plans”

    • You will see the option to generate billing plans.

  4. Choose Billing Plan Option

    • Default Behavior: Leave the Override Billing Plan toggle off to use each account’s saved billing preference.
      • The system will convert GAU allocations into invoice schedules according to each account's billing plan.
    • Override Option: Turn Override Billing Plan toggle on.
      • Select a specific billing plan (e.g., Quarterly Payment Plan, Monthly Payment Plan) from the dropdown.
      • This plan will be applied uniformly to all billed accounts in the campaign, replacing their saved preferences.

  5. Confirm and Proceed

    • Click Confirm All.
    • Click Confirm and Proceed to finalize the billing plan generation.

  6. View Opportunities and Invoices

    • Open one of the newly created Opportunities.
    • Review the Accounting Allocations and Invoices tabs to confirm billing plan application.

Troubleshooting​

  • Missing Billing Plan Options
    Make sure billing plans are configured in the system and available to your user profile.

  • Override Plan Not Applying
    Double-check that the Override Billing Plan toggle is enabled before proceeding.

  • Incorrect Invoice Amounts
    Verify GAU allocations and that the correct Charge Template is applied to each member.