Customer Billing via Salesforce Partner Community on Behalf of a Partner

Introduction

There is possibility to enable the option of billing Customer via Salesforce Partner Community on behalf of a Partner. The option automates billing, manages subscriptions and invoices, and streamlines the overall invoicing cycle.

Set up Billing on Behalf

Partners can mark end customers for direct billing in the following way:

1. Open the necessary Customer's account profile in Salesforce Partner Community

2. In the Account Information section navigate to the option Billing on Behalf and click Edit (pencil icon):

3. Enable the checkbox Billing on Behalf and press Save:

4. Make sure the field Billing email is filled out: 

Once enabled, invoices to the Customer are sent via Salesforce Partner Community. You can find invoices in the relevant section on the Account page:

By clicking on the invoice, you get to the Invoice page which includes such invoice details as date, due date, amount, VAT, total amount, status, etc.:

When the invoice is paid by Customer, you can find payment details in the Payment section:

Clicking on the payment, the relevant Payment page opens with information about payment method used, receipt date, balance, payment amount, etc.: