Set Up Billing Templates

Do this to manage billing templates in service contracts:

1. Navigate to Manage Contract Rules from the Setup tasks side panel.

2. In the Billing Templates tab, click Create and fill in the required fields based on your Business Unit. These include Name, Description, Bill Service, Invoicing Rule, Billing Frequency, Billing Date, Accounting Rule, Transaction Type, Payment Terms, Period Start, Period Type, and Termination Credit Method.

3. Add attributes for Subscription Invoice Text and Coverage Invoice Text.

4. Save and Close.

5. You can also edit your billing template on the same tab, if necessary.

6. Click Manage Contract Rules to view the Result Columns based on your Business Unit.