To automatically generate invoices at a specific time and on a recurring schedule, Salesforce Billing provides the Recurring Invoice Run functionality. This feature allows users to define how often invoice runs should occur (e.g., daily, weekly, monthly) and at what time of day. In this scenario, the correct approach is to schedule a Recurring Invoice Run with a Weekly frequency, specifically set to run every Monday at 6:00 AM.
As described in the Salesforce Billing Implementation Guide, Recurring Invoice Runs allow Billing users to:
Select the frequency (e.g., weekly)
Define the day(s) and time of execution
Automatically generate invoices for completed billing schedules during the configured time window
This method ensures consistency, reduces manual workload, and aligns with operational requirements.
Option A refers to Billing Treatments, which are used to manage how invoices are formatted or communicated, not when they are generated.
Option C, using a custom flow with Invoice Preview, is a non-standard and unnecessarily complex approach for a routine task that is already handled natively by Salesforce Billing.
Exact Extracts from Salesforce Revenue Cloud Documents:
Salesforce Billing Implementation Guide – “Recurring Invoice Runs”:“Use Recurring Invoice Runs to configure automated invoice generation. You can set the recurrence frequency (daily, weekly, etc.), and specify the time of execution to match business needs.”
Billing Operations Guide – “Automation for Scheduled Invoicing”:“Recurring invoice runs simplify billing operations by executing invoice logic for completed billing schedules on a regular cadence.”
[References:, Salesforce Billing Implementation Guide, Salesforce Revenue Cloud Operations Guide, Billing Setup & Automation Best Practices, ===========]