Flexible Balance Profile Period Alignment Options

We have enhanced the Balance Profile feature to provide more flexible options for aligning balance periods and bill lines. Users can now choose from multiple alignment configurations to better match their business needs, with improved label clarity and support for both event-based and summarized rating methods. These enhancements offer greater control and adaptability in balance management.

Balance Profile

Balance Profile

  1. Align Both Balance Periods and Bill Lines (Default Option)

    • This is the current, default functionality.
    • Both balance periods and bill lines are aligned as before.

  2. Align Only Balance Periods

    • The label “Bill Alignment Date” is renamed to “Alignment Date”.
    • The ‘Period Alignment Date’ will no longer be copied to the Bill Align Date on the Subscription Product.
    • Only allowances are permitted in the Balance Profile when the Period Alignment Date Type is set to “Align only balance periods”.
    • Both event-based and summarized rating methods with allowances are supported.

  3. No Period Alignment

    • The label “Bill Alignment Date” is renamed to “Alignment Date”.
    • “Alignment Date” field will be left blank.
    • The ‘Period Alignment Date’ will not be copied to the Bill Align Date on the Subscription Product.
    • Only allowances are permitted in the Balance Profile when the Period Alignment Date Type is set to “No period alignment”.
    • Both event-based and summarized rating methods with allowances are supported.

These enhancements deliver increased flexibility for balance management and billing alignment, supporting a variety of business use cases. 

Steps to Enable

You don't need to do anything to enable this feature.