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Unable to Post an Invoice that is in Draft Status

公開日: Nov 17, 2025
説明

Posting an invoice can be done directly on the record by updating the Status field from Draft to Posted, or by using the 'Post All Invoices' button on an Invoice Run. Posting an Invoice can also be done automatically from an Invoice Run if the scheduler is set to Automatically Post Invoices. Only one invoice can be posted at a time from a List View. 

解決策
  1. Look for an Error Log on the Invoice or on one or more of the Invoice Lines. These may be found on a related list for each object. The field Full Error Log may explain the issue that is preventing posting.
  2. Look for the field Tax Error Message on the Invoice. This may refer you to a message on one or more Invoice Lines. Any tax error that prevents properly calculating tax on one or more Invoice Lines prevents the Invoice from posting. This is by design and is meant to prevent sending out incorrect invoices. Correct the error on the Invoice Line and set the Tax Status to Queued on the Invoice Line and save. This forces a recalculation. Common errors are missing addresses, incomplete addresses, or a missing Tax Treatment. After correcting and posting the invoice, you may need to correct the related Orders and Order Products so future invoices don't run into the same issue.
  3. Check for a missing Tax Treatment on one or more of the Invoice Lines. If one or more Invoice Lines are taxable, and missing a Tax Treatment, it prevents the Invoice from posting. To correct this, first make sure the Order Product is not similarly missing the Tax Treatment. If it is, the easiest way is to Cancel and Rebill the Invoice, Deactivate the Order (If it's contracted, you may have to delete the associated contract and uncheck the contracted fields on the Order and all Order Products to deactivate the Order). Correct the Order by adding or changing the Legal Entity, or if it's already correctly populated, set the field to null, save, add the Legal Entity back, and save. This should force the Treatments to populate. Set the Tax Status to 'Queued' and save to force a tax calculation. If the Order Product is correct, you only have to correct the Legal Entity and Tax Treatment on the Invoice Lines and set the Tax Status to Queued. Note that If the Tax Rule has the field Taxable (Yes/No) = No, then there should be no Tax Treatment.
  4. If you get this error: Cannot post the invoice because the pending amount of the order product is less than the draft invoice line amount. To continue, cancel the draft invoice and run again.
    1. The resolution is to check the Subtotal on each of the Invoice Lines (or sub invoice lines) and compare it to the amount in the Pending Billing Amount (without tax) field on the related Order Product. You may have to check the actual field value using the developer console or another tool rather than the rounded value that is displayed in the UI. Correcting this might require making a field update with the triggers off. Log a support case if you need assistance. This can be caused by deleting posted invoices, improperly cancel and rebilling a posted invoice, or other actions with the triggers disabled.
  5. Check to see if custom Validation Rules or Lookup Filters might be triggered on the Invoice, Invoice Line, Order, or Order Product that prevent the field update. If you have a Roll-Up Summary field on the Account that changes with invoice posting, customizations on the Account may also fire to affect posting. 
  6. If after attempting to post, the invoice status remains stuck at "Post In Progress" and, possibly, Tax Status = "Queued":
    1. A likely source is a custom trigger or a roll-up helper trigger that interferes with the Salesforce Billing managed trigger.
    2. If Apex Jobs shows that the failure is: "Too many queueable jobs added to the queue: 2", the likely cause is custom automation that has a queueable method that is triggered from an object update caused by Invoice posting. This includes Invoice Lines, Orders, Order Products. Keep in mind that if the Revenue Recognition Treatment has a Revenue Schedule Creation Action = Invoice Posting, this is a managed queueable job. Using an external tax integration is also a queueable job.
    3. Automation to automatically post an Invoice, when the Invoice Status is Draft and the Tax Status is Completed, might fire before the Tax Status on all the Invoice Lines are Completed. This could force a save on the Invoice Line before the asynchronous process to calculate tax completes. Such automation should not fire until Tax Status on all Invoice Lines is Completed.
    4. If the invoice status is stuck at Post in Progress, please manually change the Status to Draft. This allows you to attempt to post the invoice again. Do not move the status to Posted.
    5. To trigger the tax calculation to complete calculations on the Invoice Line, do one of the following.
      1. Do an edit, save or a field update to the notes field on the Invoice Line and save.
      2. Update the Tax Status to null, save, and then update again to Queued and save. 
ナレッジ記事番号

000391135

 
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Salesforce Help | Article