Batch Create Monthly Finance Periods
- Click Create Finance Periods on your finance book.
- Set your finance period start date.The start date should be the first day of a month.
- Set your number of finance periods.Salesforce Billing creates a finance period for one month starting on your finance period start date, then adds months based on the number of finance periods.
- Set your legal entity.
- Set your finance period’s currency.
- Click Submit.