# Invoice schedulers, on-demand invoicing and billing setup

*Revenue Management Consultant Study Guide · Invoice Management · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/invoice-management/invoice-schedulers-on-demand-invoicing-and-billing-setup*

How to configure invoice schedulers and catch-up bill runs, generate invoices on demand from accounts and orders, group invoices, derive due dates and billing profile values, and avoid the setup mistakes that block order activation or create duplicate billing schedules.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Invoice Management
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Given a scenario, implement a solution using the appropriate out-of-the-box Invoice Management functionality.

## What the exam expects

- Configure an invoice scheduler: draft or posted invoices, frequency, target date or billing period count, and a catch-up bill run for migrated schedules.
- Generate invoices on demand from an Account or Order, and predict the effect of a suspended billing schedule.
- Choose an invoice group type, derive a due date from a payment term, and resolve values through billing profiles.
- Apply Day of Period boundaries to quarterly billing.
- Avoid setup failures: policy activation order, Exclude From Billing, order activation fields, duplicate schedule flows and synchronous invoice automation.

Key terms: **invoice scheduler** (runs invoice batch runs from Billing Batch Schedulers); **target date** (schedules with a next billing date on or before it are selected); **catch-up bill run** (advances migrated schedules without invoices); **invoice group type** (Default, Billing Schedule or Custom); **billing profile** (an account's billing account with its billing preferences).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Post invoices deselected | Invoices are created in draft status | [Invoice Schedulers](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&language=en_US&type=5) |
| Catch-up bill run | Once frequency, target date required, no invoices | [Invoice Schedulers](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&language=en_US&type=5) |
| Generate Invoices quick action | On Account by default; add it to the Order layout | [On-Demand Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation_for_accounts_orders.htm&language=en_US&type=5) |
| Suspended schedule in a batch | No invoices for any schedule processed together | [On-Demand Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation_for_accounts_orders.htm&language=en_US&type=5) |
| Invoice grouping licence | Revenue Cloud Billing licence | [Invoice Grouping](https://help.salesforce.com/s/articleView?id=ind.billing_schedule_invoice_grouping.htm&language=en_US&type=5) |
| Derive End of Month and Add Period | Period added to the last day of the invoice month | [Payment Terms](https://help.salesforce.com/s/articleView?id=ind.billing_payment_terms.htm&language=en_US&type=5) |
| No linked profile | Account's default billing profile, then org defaults | [Billing Profiles](https://help.salesforce.com/s/articleView?id=ind.billing_billing_profiles_create.htm&language=en_US&type=5) |
| Order activation with Billing | Needs Bill To Contact, Billing Address, Shipping Address | [Billing Considerations](https://help.salesforce.com/s/articleView?id=ind.billing_considerations.htm&language=en_US&type=5) |
| Two active schedule flows | Duplicate billing schedules | [Billing Schedules from Orders](https://help.salesforce.com/s/articleView?id=ind.billing_schedules_from_orders.htm&language=en_US&type=5) |

## Check yourself

- Which permission sets let a user generate invoices on demand from an Account or Order?
- When does Billing use the org default payment term?
- What does a Period-Based payment term item add the period to?
- When can't you deactivate a billing treatment?

## Sources

- [Generate Invoices Automatically Based on Billing Schedules](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&language=en_US&type=5)
- [Generate Invoices for Accounts or Orders](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_generation_for_accounts_orders.htm&language=en_US&type=5)
- [Define Invoice Grouping on a Billing Schedule](https://help.salesforce.com/s/articleView?id=ind.billing_schedule_invoice_grouping.htm&language=en_US&type=5)
- [Create Payment Terms](https://help.salesforce.com/s/articleView?id=ind.billing_payment_terms.htm&language=en_US&type=5)
- [Create Billing Profiles](https://help.salesforce.com/s/articleView?id=ind.billing_billing_profiles_create.htm&language=en_US&type=5)
- [Considerations When Setting Up and Using Billing](https://help.salesforce.com/s/articleView?id=ind.billing_considerations.htm&language=en_US&type=5)
- [Define Billing Policies and Billability Rules](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments.htm&language=en_US&type=5)
- [Create Billing Policies, Treatments, and Treatment Items](https://help.salesforce.com/s/articleView?id=ind.billing_policies_and_treatments_create.htm&language=en_US&type=5)
- [Generate Billing Schedules from Orders](https://help.salesforce.com/s/articleView?id=ind.billing_schedules_from_orders.htm&language=en_US&type=5)
- [About Period Boundaries and Billing Day of Month](https://help.salesforce.com/s/articleView?id=ind.billing_understand_period_boundaries_and_billing_day_of_month.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams