Billing mirrors
You bill in Salesforce. Continuous Control copies your Salesforce billing schedules into NetSuite, so NetSuite users can see what's been billed and what's coming. The copies are for viewing only.
See what's copied
QuantumBit bills Kingsbridge Digital's one-year subscription each quarter. In Salesforce, that's one billing schedule group, a schedule for the line and four billing periods. NetSuite gets a matching record for each.
| Salesforce | NetSuite | What it shows |
|---|---|---|
| Billing Schedule Group | RC Billing Schedule Group | How and when the customer is billed, the term, and what's billed and still to bill |
| Billing Schedule | RC Billing Schedule | One per order line: how often, how much, totals and status |
| Billing Period Item | RC Billing Period | One per period: dates, amount and status. Once billed, it links to the NetSuite invoice. |
RC stands for Revenue Cloud. You'll find the copies on the RC Contract and on the NetSuite customer. Nothing in NetSuite bills from them. Billing runs stay in Salesforce.
Know how the records link
The copies keep the Salesforce structure. Groups belong to the customer, as they do in Salesforce, so they show on the NetSuite customer record. Each schedule links to its group and its order line. After the engine runs, it links to its performance obligation too. Each period links to its schedule and group.
Salesforce leaves a few group fields blank, such as start and end dates. Continuous Control fills them in from the schedules.
Periods appear only once Salesforce creates them. A Salesforce billing run adds future periods. If Salesforce removes a period, the next sync removes it from NetSuite too. Nothing is forecast.
Watch the copies update when you invoice
When QuantumBit syncs Kingsbridge's first quarterly invoice, the same call refreshes the billing records it used. That covers the schedule, its group and all its periods.
Right after the sync, NetSuite shows the new billed and remaining amounts. The billed period is marked and links to the NetSuite invoice. See Invoices & credit memos.
Follow amendments
When Kingsbridge adds API units, Salesforce creates a new billing schedule linked to the original. NetSuite keeps that link. The new schedule sits in the same group, so the group's totals include the original and the amendment.