Go-Live Check List for Billing

Product Catalog:

  1. Import Products
  2. Setup Price Lists by Segment, Market and Sales Unit/Commit Term either Monthly or Annual

Billing Contracts:

  1. Confirm Billing Contract Settings:
    • Strategy (Advance or Arrears)
    • Confirm Billing Frequency
    • Confirm Prorate Unit
    • Refund Strategies
  2. Setup Invoice Template
  3. Billing Automation Settings
  4. Price Lists, Currencies associated with the Billing Contract
  5. Billing Contract Start Dates


  1. Review all Active Change Logs associated with a Subscription and archive Change Logs that have already been invoiced.
  2. Subscription Pricing and discounts