Essentially, all of our quote lines roll up into a parent product to get a lump sum over the course of the ENTIRE engagement, which varies and is determined by subscription term. I would then like to invoice out this lump sum divided by the subscription term. For example, if the sum of our services is $900 over 3 months, I would like 3 invoices, a month apart, at $300 a piece. I have fussed with invoice plans and subsequent lines and have gotten the lump sum on a single order product to split into separate invoice LINES but I'd like separate invoices so there is no false partial payment, and so that the invoice dates are actually spread out. Anyone know how to solve for this? Or does the configuration itself need to change?
#Salesforce CPQ & Billing #Invoices Thanks SO much in advance!
You can do this using the Billing Frequency field on the Quote? I would also price out your products as monthly prices rather than a whole term price.
