Editable Fields on Invoices and Invoice Lines

Salesforce Billing follows Generally Accepted Accounting Principles, which require that users must always be able to track details of invoices and invoices lines. To ensure that invoice information is accurate for accounting purposes, Salesforce Billing doesn't allow you to edit or delete certain fields on posted invoices and their lines. While some other fields are editable, changing them may prevent data from passing correctly during other Salesforce Billing processes such as payments or amended orders. When you work with invoices, review the fields that you can safely edit on invoices and invoice lines. (Salesforce Billing Managed Package)

Note You can always edit custom fields on draft and posted invoices and invoice lines.

Editable Fields for Draft and Posted Invoices

Field	API Name	Data Type	Editable on Draft Invoice	Editable on Posted Invoice
Base Currency	blng__BaseCurrency__c	Text(20)
Base Currency Amount	blng__BaseCurrencyAmount__c	Currency(16,2)
Base Currency FX Date	blng__BaseCurrencyFXDate__c	Date
Base Currency FX Rate	blng__BaseCurrencyFXRate__c	Number(16,2)
Bill To Contact	blng__BillToContact__c	Lookup(Contact)
Notes	blng__Notes__c	Long Text Area(32678)
Override Autopay Payment Method	blng__PaymentMethod__c	Lookup(Payment Method)
Payment Batch	blng__PaymentBatch__c	Picklist

Edited Fields for Draft and Posted Invoice Lines

Field	API Name	Data Type	Editable on Draft Invoice	Editable on Posted Invoice
Base Currency	blng__BaseCurrency__C	Text(20)
Base Currency Amount	blng__BaseCurrencyAmount__c	Currency(16,2)
Base Currency FX Date	blng__BaseCurrencyFXDate__c	Date
Base Currency FX Rate	blng__BaseCurrencyFXRate__c	Number(16,2)
Notes	blng__Notes__c	Long Text Area(32768)
Override Initial Revenue End Date	blng__OverrideInitialRevenueEndDate__c	Date
Override Initial Revenue Start Date	blng__OverrideInitialRevenueStartDate__c	Date
Revenue Allocation Amount	blng__AllocatedRevenueAmount__c	Currency(16,2)
Revenue Expected Amount	blng__RevenueExpectedAmount__c	Currency(16,2)
Revenue Liability Amount	blng__RevenueLiabilityAmount__c	Currency(16,2)
Tax	blng__TaxAmount__c	Currency(16, 2)
Tax Percentage Applied	blng__TaxPercentageApplied__c	Percent(14, 4)