Invoice Canceled Evergreen Subscriptions

Customers sometimes need to cancel their evergreen subscription before or after they’ve paid for a range of billing periods. Sales reps can now cancel evergreen subscriptions and invoice their customers for paid balances or charge them for pending balances.

Where: This change applies to Salesforce Classic and Lightning Experience in all Salesforce Billing editions.

Who: You need Salesforce CPQ to install Salesforce Billing. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.

Why: When you activate your cancel order product, Salesforce Billing handles evergreen cancellations differently based on whether your order product’s charge date falls before or after its terminated date.
  • Next Charge Date Before Terminated Date: On the original order product, Salesforce Billing multiplies the billable unit price by the number of billing periods between the next charge date and the terminated date. The order product’s pending balance shows the results of the calculation. The next invoice run or Bill Now process starts invoicing based on the pending balance and billing frequency until the order product’s terminated date.
  • Next Charge Date After Terminated Date: On the cancel order product, Salesforce Billing multiplies the billable unit price by the number of billing periods between the terminated date and the next charge date. To represent a refund, it takes the result and inverts it. A positive number becomes negative, and vice versa. The cancel order product’s pending balance shows the results of the calculation. The next invoice run or Bill Now invoices the cancel order product’s pending balance into one invoice line.