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Troubleshoot why Invoices are missed by a Payment Run in Salesforce Billing

Julkaisupäivä: Oct 19, 2023
Kuvaus
Salesforce Billing creates Payment Runs from a Payment Scheduler to pick up Invoices that are ready to be paid and to automatically pay them. There are specific criteria for an invoice to be included in a payment run to prevent potential duplicate payments and to be picked up on the right date. A successful or unsuccessful attempt to pay the invoice will create a Payment Transaction record. If no Payment Transaction record is created, use the following to determine why your payment run is not picking up a specific invoice for payment. 
 
Ratkaisu
For an Invoice to be picked up in a Payment Run the following criteria must be satisfied.
  • The Target Date on the Payment Run must be >= either the invoice date or due date based on the package setting 'Payment Scheduler Pickup Date (on or after)'
  • The currency must match or the Include All Currencies field is checked on the Payment Scheduler
  • The Payment Batch field on the Invoice must be contained in the multi-select picklist Payment Batch on the Payment Scheduler or the Payment Batch multi-select picklist on the Payment Scheduler must be null. If the payment run's Payment Batch field is null, the run will pick up all invoices regardless of batch value. Check this for more information about Payment run criteria.
  • There must be an Active, Default Payment Method on the Account that is set to Auto Pay.
  • On the Account record, the Default Payment Type field must be populated with the type of payment in the Payment Method that is set to Auto Pay. 
  • The Default Payment Method type (Credit Card, ACH) on the Payment Scheduler must match the Default Payment Type the Invoice.
  • On the Invoice, the field Default Payment Type must have a value.
  • The Payment Gateway on the Active Default Payment Method must match the Payment Gateway on the Payment Scheduler
  • The Invoice must be Posted
  • The Balance must be > 0
  • The Corrective Action (Payment Run) field on the Invoice must be null. If it's set to 'Action Required' check the message in the Last Payment Run Processing Message field and refer to this article for resolution .
  • The Invoice Locked field on the Invoice must be unchecked. If it is checked, then uncheck it.
  • The Payment Run field on the Invoice must be null. If it contains a link to a Payment Run, make sure that Payment Run has completed or there is a risk of duplicate payment. If the payment run in that field is completed, evaluate the error logs to see if there is an underlying issue as to why the Payment Run field remained populated. At this point, you can remove the payment run from the field with the billing triggers disabled to make the invoice available for payment. See this article for information on the disable triggers method. This is the preferred method using anonymous apex to update a field with the billing triggers disabled. 
Knowledge-artikkelin numero

000389611

 
Ladataan
Salesforce Help | Article