Loading
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Payment Allocation Errors

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            Payment Allocation Errors

            Sometimes, your payment run can receive a successful gateway response and create a payment, but fail to allocate the payment to your invoice. This can happen due to user-defined validation rules or database errors. To finish the allocation process, manually create an allocation record and assign it to your invoice. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’19 and later

            Failed Allocations

            Failed allocations can happen in response to user-created validations or failed database inserts. After the failure, the payment run updates status fields on the following objects.

            Invoice
            Last Payment Run Processing Message: Payment Allocation Failed
            Payment Transaction
            Status: Processed
            Payment Creation Status: Payment Allocation Failed
            Payment
            Allocation Status: Fail

            In some cases, the payment run updates the payment transaction with an error log showing details about why the allocation failed. However, if the payment run itself fails before making the allocation (for example, due to a lost server connection), the run is unable to make an error log on the transaction.

            We recommend creating a workflow rule or process to provide an alert when a transaction changes its payment creation status to Payment Allocation Failed. If the payment run produced as an error log, you can also review it to find the transaction and then the payment where the allocation failed.

            Once you’ve identified the payment, manually create an allocation from that payment to your invoice. Manual allocation is important as future payment runs will attempt to pick up that invoice if its related payment remains unallocated.

            Duplicate Allocations

            If multiple browser tabs to allocate or unallocate payments are open, refresh the browser before you click Allocate or Unallocate to avoid allocating or unallocating the same payment twice.

             
            Loading
            Salesforce Help | Article