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Customer Billing via Salesforce Partner Community on Behalf of a Partner

Customer Billing via Salesforce Partner Community on Behalf of a Partner

Owned by Tatiana Bieliakova
Last updated: Apr 07, 2025

This Documentation describes how to enable the option of billing Customer via Salesforce Partner Community on Partner behalf. 

Created: August 2024

Updated: April 2025

Permalink: https://wildix.atlassian.net/wiki/x/AYDQKw

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.

Note: Currently, this option is available for US Partners only. 

Activate 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. Click the button Billing on Behalf Activation on the right:


  3. Choose the start date and enter billing email:


    Note: Billing on behalf can be activated starting from the next month.


  4.  Review the subscriptions list and select the subscriptions where you want to update the start date or price:


  5. On the next screen you can set the start date and price for the items selected in the previous step. The subscriptions are displayed one by one. Once you set date and price for one subscription, click Next and repeat the steps for other products: 

  6. Review the subscriptions list and click Confirm:


  7. Billing on behalf gets successfully activated:

  8. You can review Billing on behalf status, start date and billing email in the section Billing on Behalf Information:


  9. If needed, you can edit Billing email by clicking the pencil icon:

View Invoices


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.:

Note: An invoice can have the following statuses:

  • Invoice Created: invoice is ready to be sent 
  • Invoice Paid: payment has been received
  • Overdue: invoice was not paid by the due date
  • Invoice Canceled: invoice was canceled
  • Cancellation Invoice: for every canceled invoice a new cancellation invoice is created (with the same price but with negative value, e.g. if the invoice with amount 100 was cancelled, cost in the cancellation invoice is "-100"), to keep an accurate balance


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.:

Email Notifications about Overdue Invoices 

In case of overdue invoice payments, End User and Partner receive an email notification in 5 days after the overdue. Further emails are sent in the following intervals: in 10 days after the overdue, 15 days, 25 days of the overdue.   

In 30 days after the overdue invoice payment, email notification includes the warning about service termination in 5 days. On the 35th day of the overdue, the service is stopped.