Creating Billing Order Manually

In most billing systems, creating an equivalent of a Salesforce service in billing requires a billing order (which in turn creates a billing subscription or a service).

While billing orders are typically created automatically through work orders and automation, it is also possible to create a billing order manually from Salesforce. This is useful for testing, troubleshooting failed work orders, or migrating existing services.

To manually create a billing order for an existing service:

  1. Log into Salesforce.
  2. Open the services view (App LauncherServices).
  3. Identify the desired service and open its details view.
  4. Click the Billing action button (a pop-up will appear with further options).
  5. Click Create <Your Billing System Name> Order — the order is created in billing.

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