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Review Split Invoices Before Posting, Voiding, or Deleting

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Review Split Invoices Before Posting, Voiding, or Deleting

Before you post, void, or delete an invoice from a billing arrangement, review the related split invoices on the Split Invoices tab. Each card shows status, account, total with tax, settlement status, bill-to contact, billing profile, and invoice date.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
User Permissions Needed
To view all related split invoices:

Billing Admin permission set

OR

Billing Operations User permission set

When a billing arrangement splits a charge across accounts, Billing generates related split invoices. Review those invoices together before you post, void, or delete any one of them.

Note
Note

An action that you take on one split invoice, such as posting, voiding, or deleting, also applies to the related split invoices.

  1. Open the invoice record that was generated from a billing arrangement.
  2. Select the Split Invoices tab.

    Each split invoice card shows status, account, total amount with tax, settlement status, bill-to contact, billing profile, and invoice date.

    Split Invoices tab with related split invoice cards.
  3. Click an invoice number to open that record.

After you review the related split invoices, post, void, or delete the invoice.

 
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