Portal-level billing settings
What it is
Admins can now manage default billing settings for connected quotes and contracts in one place, under Settings > Revenue > Billing — auto-invoicing, proration, and collections defaults that used to be scattered across individual objects.
Why it matters
Previously these billing defaults lived per-object, which meant they were easy to set inconsistently or lose track of entirely. Centralizing them under one settings page gives admins one place to check and change how billing behaves across the whole portal.
The Take
Casey Hawkins
If you're not enrolled in the Connected CPQ/Billing/Payments private beta, there's genuinely nothing to do here — skip it and move on.
This is squarely an admin update, and a narrow-audience one: it's for accounts enrolled in the Connected CPQ/Billing/Payments private beta, with contract creation enabled and either contracts-setting or subscription-write access. If that's not you, there's genuinely nothing to do here — skip it and move on.
If it is you, this is worth setting up now rather than later. Scattered per-object billing defaults are exactly the kind of thing that drifts quietly until someone notices auto-invoicing behaving differently on one contract than another, and by then it's a support ticket, not a settings change.
FAQ
Who can use this?
Users enrolled in the Connected CPQ/Billing/Payments private beta, with contract creation enabled, plus either contracts-setting or subscription-write access.
Where do I find these settings?
Settings > Revenue > Billing.
What billing defaults does this cover?
Auto-invoicing, proration, and collections defaults for connected quotes and contracts — previously scattered per-object, now centralized in one place.
Should I act on this if I'm not in the beta?
No — skip it for now. This is gated to the private beta cohort; if you're not enrolled, nothing here applies to your portal yet.
Produced by Value-First Media