Billing in Revenue Cloud

Revenue Cloud Billing: Demo & Setup (Winter ’25 Release)

In this video, we dive into Salesforce Revenue Cloud Billing, showcasing the key features of this powerful invoice management solution. We walk you through:

• What is Revenue Cloud Billing?
• Step-by-step setup and configuration.
• Enabling permissions and data pipelines.
• Creating legal entities, billing policies, and treatments.
• Setting up tax policies and payment terms.
• Activating billing schedules and generating invoices.

This tutorial provides a hands-on demo directly in Salesforce, showing how to configure billing settings and process orders into invoices. Stay tuned until the end to see how the system handles invoice generation and management.

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[juangimnasio]

Thank you! Just had a training on RLM last week, but had few minor bugs on my Org and this helped a lot.

[KaziHanif-er]

Very helpful content indeed, thank you for putting it together!

[danh]

Nice work getting this out so fast, appreciate the KT