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Manage Your Billing Processes with Salesforce Billing
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            Locked and Unlocked Invoices

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            Locked and Unlocked Invoices

            Salesforce Billing locks invoices from payments when a user makes a charge request to the payment gateway from the Payment Center or a force.com payment site. It also locks invoices after a payment run picks them up for evaluation. The invoice unlocks only when Salesforce Billing confirms that the gateway provides a valid response, or when the payment run finishes processing the invoice. Users must not risk making duplicate payments if the gateway response is indeterminate. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’22 and later
            Available in: Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions

            Users can’t pay invoices that are locked or that have Action Required as the Corrective Action (Payment Run) value.

            If the gateway response causes the payment transaction's gateway status to be Success, Salesforce Billing unlocks the invoice.

            If the gateway status is Indeterminate, External System Error, Decline, Permanent Fail, Validation Error, or Requires Review, the invoice remains locked. When the gateway status is Indeterminate, you can see the indeterminate transaction in your payment gateway’s merchant portal to determine if the payment was successful. If the payment was successful, you can attempt a refund and unlock the invoice.

            Important
            Important The payment transaction’s Attempt Refund and Unlock Invoice button isn’t related to the Invoice Locked field. The button can change the invoice’s Corrective Action field from Action Required to null following an unsuccessful or indeterminate payment run.

            When a payment run doesn’t process an invoice successfully, Salesforce Billing sets the invoice’s Corrective Action (Payment Run) field to Action Required. See Recording Gateway Responses.

            The Salesforce Billing Admin permission set contains Read and Edit access to the Invoice Locked field. If your org uses custom permission sets, provide Read and Edit access to the Invoice Locked field to these users:

            • Users who create or post invoices.
            • Users who process payments from the Payment Center.
            • Users who initiate payment runs.
            • Guest users of payment sites.
             
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