Revenue - Salesforce Billing (Managed Package) - 'Failure - Cannot Cancel This Invoice Because It's Already Active' Error Message

Revenue - Salesforce Billing does not allow Cancel and Rebill or Credit to be used on an invoice when there are active allocations against the invoice or its invoice lines.

The error is triggered when one or more of the following records are allocated to the invoice or invoice lines:

• Payments
• Credit Notes
• Debit Notes

Before using Cancel and Rebill or Credit, unallocate any Payments, Credit Notes, or Debit Notes from the invoice or its invoice lines.

Confirm that the Balance on the invoice is equal to the Total Amount of the invoice, or confirm that all of the following fields are equal to 0:

• Payments
• Debit Payments
• Credits
• Debits

After confirming the field values, proceed with Cancel and Rebill or Credit.

To unallocate a Payment, Credit Note, or Debit Note:

1. Open the related Payment, Credit Note, or Debit Note record.
2. Click Allocate.
3. Under Existing Allocations, locate the relevant allocation.
4. Click the Unallocate action for the applicable record.

After all relevant allocations are removed, retry the Cancel and Rebill or Credit action on the invoice.