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Invoice Package Settings
Invoice package settings control the access to the invoice features of Salesforce Billing. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Feature Settings
Invoice package settings control payment allocation, balance allocation of cancel order products, proration, scheduler batch sizes, balance remainders, and other Salesforce Billing invoice features.
| Setting | Definition |
|---|---|
| Advanced AR Application | Allocate payments to invoice lines by enabling this feature. You can allocate payments to the invoice's total balance when this feature is disabled. We recommend that you enable this feature. |
| Default Cancel Order Rule | Select the allocation of cancel order products’ balance to reduce the pending balances of prior order products to zero.
You can override the default cancel order rule on a billing treatment by selecting a different cancel order rule. |
| Proration Type | Select the calculation type for the proration multiplier for prorated billing periods.
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| Partial Proration Type | Select the proration type for the results of partial billing periods. |
| Billing Remainder Process | Select the period in which you want to include the remaining invoice balances that don't evenly divide over your order product's billing period. |
| Revenue Remainder Process | Select the period in which you want to include the remaining revenue balances that don't evenly divide over your order product's billing period. |
| Invoice Run Clean Up | When you enable this feature, the invoice clean-up run changes the status of invoices as well as invoice lines to canceled. The run also reverts the changes to order products and usage summaries so that they’re pending billing and can be reprocessed. You can also configure the batch size of the clean-up. The error logs help you differentiate between invoice run and clean-up errors. |
| Consecutive Invoice Post Batch Jobs | When you enable this feature, draft invoices that are associated with invoice runs are posted one after the other. |
| Support Billing Period Calculation when Quarterly Billing Day of Month is During End of Month | Enable this feature for products that have quarterly billing, and the numeric value of the billing day of the month is greater than the numeric value of the last day of the month in which the next billing date falls. For example, the billing day of the month is 29 and the next billing date is 28 February. When you enable this feature, the billing for such products works as expected, that is, they’re charged for the duration between the order product's start date and the billing day of the month. |
| Support Billing Period Calculation when Monthly Billing Day of Month is 31st | Enable this feature for products that have monthly billing, and the billing day of the month is 31. When you enable this feature, the billing for such products works as expected, that is, there are no errors when calculating the billing periods and partial periods are billed correctly. |
Batch Size Settings
Invoice runs can encounter errors when you run batch Apex jobs that create or update large numbers of invoice lines. These errors often occur when you have about 2,000 invoice lines. You can reduce the likelihood of these errors occurring by setting your own batch size. For example, specify 300 as the draft invoice batch size. If your invoice run evaluates 2,100 order products that can be invoiced, the run uses seven batch processes to convert the order products into invoice lines. You’re less likely to encounter Apex errors because each job processes only 300 invoice lines. A reduction in the batch size reduces the chance of errors but slows the invoice run speeds.
If your customer’s invoice run encounters Apex errors when they create invoices, calculate invoice tax, post invoices, or clean-up invoices, then decrease the batch size. You can update the batch size to the maximum value when the run isn’t processing a batch of large invoices.
| Setting | Definition |
|---|---|
| Draft Invoice Batch Size | The maximum number of invoice lines that each Apex batch job evaluates for creating invoices. You can specify up to 2,000 as the batch size. For faster processing, specify at least 200 as the batch size. |
| Posted Invoice Batch Size | The maximum number of invoices that each Apex job posts. You can specify up to 70 as the batch size. When the Consecutive Invoice Post Batch Jobs toggle is enabled, the optimal batch size for the successful posting of invoices is 1. The time taken to post invoices depends on the number of invoices to be posted. |
| Tax Processing Batch Size | The maximum number of invoices that each Apex calculates tax for. You can specify up to 70 as the batch size. |
| Invoice Run Clean Up Batch Size | The maximum number of invoices that can be part of the clean-up run. The default value is 50. You can reduce the batch size if the clean-up run fails. An increment in the batch size carries performance risks. The optimal batch size for the best performance of the clean-up run is 30 invoices, but can be lowered to improve performance and to reduce errors. |
