Unable to Invoice an Order using Salesforce Billing

Considerations to create an Invoice

• The Order Line (Order Product) must be activated.
• The Order Line must have the following fields populated:
  • Charge Type
  • Billing Rule
  • Tax Rule
  • Revenue Recognition Rule
  • The Hold Billing Field must be set to 'No'
  • Next Billing Date cannot be null for Charge Type = Recurring or One Time
  • Billable Unit Price cannot be null for Charge Type = Recurring or One Time
  • Invoice Run Processing Status = 'Pending Billing'
    • When set to 'In Progress', you may have a draft invoice line on this Order Item. Post or cancel that invoice line.
    • When set to 'Error', check the Error Log related list for help on what error needs to be corrected.
    • When set to 'Will Not Invoice', the Order Item will not invoice unless this is set to 'Pending Billing'. This is often due to a Billing Rule with Generate Invoice set to No.
• If the Order Line Item is Charge Type = Usage or has Consumption Schedules, check the following on the Usage Summary to be invoiced:
  • The Target Date on the Invoice Run must be after the End Date or Next Billing Date on the Usage Summary.
  • Status field on the Usage Summary must be set to 'Queued For Invoice'.
  • Invoice Run Processing Status on the Usage Summary = 'Pending Billing'.
• If the Order Line Item is Charge Type = Recurring or One-Time and the Billing Frequency is not Invoice Plan, if the field Pending Billing Amount (without tax) = 0, then no invoice will be generated.
• The Order Line should not have any invoice lines that are on an Invoice in Draft status. Cancel or Post the invoice. Do not change the status of an invoice line.
• The Next Billing Date should not be before Next Charge Date. Use Override Next Billing Date instead of changing Next Billing Date directly. Also, do not change Next Charge Date as this is a system field.
• If you are using automation (Workflow Rule, Process Builder, Flow, or Trigger) to check the Bill now checkbox, make sure it is active, has run and didn't error out. Add field tracking to this field to help confirm. Also make sure it runs after contracting is completed for amendment orders. 
• If the line is taxable:
  • The tax treatment field must be populated.
  • Tax Calculation Status must be 'Complete'.
  • If not, address the error in the Tax Error Message field or on the Error Log.
  • If using an external tax integration, you may have to open a case with the publisher of the integration to resolve the error.
• If using an Invoice Scheduler, make sure that:
  • The Currency is the same as on the order or Include All Currencies is checked.
  • The Target Date is equal to or after the date in Next Billing Date or Override Next Billing Date on the Order Product.
  • The Batch includes the Batch on the Order. If Batch is null, it will only pick up Orders with null in the Invoice Batch field. 
  • To invoice a Usage Summary, the scheduler must have Bill Usage Charges checked, and the Target Date must be after the Next Billing Date on the Usage Summary.