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Manage Your Billing Processes with Salesforce Billing
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          Scale Testing Guidelines to Cancel and Rebill Invoices

          Scale Testing Guidelines to Cancel and Rebill Invoices

          Salesforce Billing can post invoices with more lines than the number of invoice lines that can be canceled and rebilled. So, scale test the Cancel and Rebill Invoices feature in a full sandbox to avoid errors when using the feature for posting invoices in production. (Salesforce Billing Managed Package)

          Note
          Note Before you test the Cancel and Rebill Invoices feature in sandbox, make sure that your sandbox is recently refreshed, and uses the same automation and data model as your production org.

          We recommend scale testing starting with invoices that have over 100 lines.

          Org Limits

          Scale testing helps you determine your org’s limits for canceling and rebilling invoices with a large number of invoice lines.

          Automation on Objects

          Rolling back invoices by using the Cancel and Rebill Invoices feature affects the Invoice, Invoice Lines, Order, Order Products, Credit Note, Credit Note Line, and the Credit Note Allocation objects. If there are rollup summary fields from the Invoice or the Credit Note objects to the Account object, using the Cancel and Rebill Invoices feature can update and trigger automation on the Account object. This automation adds to the risk of exceeding a governor limit. So, if you plan to use automation on any of these objects, we recommend testing your automation in a full sandbox org before adding the automation to production. If there are numerous automations on these objects, the org limit can be reached with fewer than 100 invoice lines.

          External Tax Integration

          Using an external tax integration can reduce the maximum number of invoice lines that can be canceled and rebilled.

           
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