Troubleshoot Issues in Salesforce Billing

Дата публикации: Jan 22, 2026

Описание

Below are troubleshooting articles to review when encountering issues with creating invoices, posting invoices, cancelling invoices, and processing payments with Salesforce Billing.

An excellent tool to help troubleshoot is to add field history tracking to several key Salesforce Billing objects. The knowledge article Set up Field Tracking History for Salesforce Billing has a list of suggested objects and fields. Salesforce starts tracking field history from the date and time that you enable it for a field. Changes made before this aren’t included and don’t have entries in the History related list. For more information, see Field History Tracking.

Решение

Unable to Invoice an Order using Salesforce Billing

Invoices can be created from Orders using Bill Now or an Invoice Scheduler. Learn why an Order may not create an Invoice.

Unable to Post an Invoice that is in Draft Status

Invoices may not move from Draft to Posted for a number of reasons.

Why was an Invoice not picked up for payment by a Payment Run

A Payment Scheduler creates a Payment Run to pick up invoices for payment. Learn why an invoice might not be paid from a specific run.

Cannot cancel or credit an invoice because it's already active' error

Learn what causes this error message and how to resolve it.

Troubleshoot Cancel and Rebill Issues in Salesforce Billing

Learn how to troubleshoot and resolve errors when attempting to cancel and rebill an invoice.

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