CashBox Portal User Guide
CashBox for Salesforce
AutoBill Line Items
CashBox supports multiple Products on AutoBills. Products may be added to or removed from an AutoBill at any time. If a Product is added or removed in the middle of a billing cycle with the ProRate option selected, CashBox can determine the prorated amount to charge or refund, based on the point in the billing cycle and the effective/billing dates of the AutoBill.
Multiple items on the same AutoBill will bill at the same time, and will appear as one accumulated charge against the customer's payment method.
Products may be single items, or Product Bundles, and may appear multiple times on a single AutoBill for any Billing Period.
Products may be added to an AutoBill for multiple billing cycles, or added permanently, and may be assigned Start Dates that do not correspond to any Billing Cycle. Products can be removed for the current billing cycle only, or removed permanently.
For items that can be sold in multiples, use the Quantity field to indicate how many of that individual item are being purchased. For recurring items (pre-paid), the Quantity value will be multiplied by the individual item product price to determine the total recurring charge. For license-based items (rated, pre-paid products), the Quantity value will be used with the appropriate Rate Plan tier structure to determine the charge. For usage-based items (rated, post-paid products) the Quantity field should not be used.