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            Manage Your Invoices with Salesforce Billing in Advertising Sales Management

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            Manage Your Invoices with Salesforce Billing in Advertising Sales Management

            Salesforce Billing integrates with Advertising Sales Management to facilitate timely and seamless billing for your services.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            Before you begin, be sure that you have completed the Salesforce Billing Integration with Advertising Sales Management.

            Generate Invoices with Invoice Scheduler

            Setting up an invoice scheduler enables Advertising Sales Management to automate invoice generation for your billable order products.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            By default, an invoice scheduler is set up in your Advertising Sales Management org. If required, you can edit the fields on the Invoice Scheduler page. You can also create your own invoice schedulers. To create an invoice scheduler, complete the following steps:

            1. In the app launcher, search for Invoice and click Invoice Schedulers.
            2. Click New.
            3. Enter a name and type for the invoice scheduler you are creating, along with a start date and time, and weekly or month configuration. To automatically post the generated invoices, select the Automatically Post Invoices option.
            4. Click Save.

            Manually Generate Invoices for Orders

            Salesforce Billing automatically generates and sends invoices to customers based on the configurations you made at the time of setting up Salesforce Billing. In some cases, however, you might require to manually generate an invoice for a specific order.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            To manually generate an invoice for a specific order, complete the following steps:

            1. In the app launcher, search for Order and click Orders.
            2. Navigate to the order for which you want to generate an invoice. You can generate invoices only for activated orders.
            3. Expand the quick actions menu and click Edit.
            4. Under the Billing Information section, select the Bill Now option.
            5. Click Save.

            You'll see the newly generated invoice listed in the Invoice section under the Related tab of the Order. The invoice is automatically sent to the customer.

            Generate and Share Invoices With External Users

            From the Advertising Sales Management admin console, you can share posted invoices with external customers.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            To do so, complete the following steps:

            1. In your Advertising Sales Management org, use the app launcher to navigate to Invoices.
            2. Click the invoice number for the invoice you want to share with your external users.
            3. Click Generate Invoice.
            4. After the invoice is generated and saved, click Preview.
            5. Click Share.
            6. Under Who can Access, enable Customer Access.
            7. Click Create Link and confirm.
              A public link is created for the invoice, and anybody with the link can view or download the file.

            Cancel Upcoming Invoice Runs

            Delete the Scheduled Job record of an upcoming invoice run to cancel it.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            An Invoice Run occurs at periodic intervals, based on the Invoice Scheduler configuration. If you've changes the terms or amounts of an order in a way that disqualifies it from the invoice runs created by your current invoice scheduler, then you may decide to cancel upcoming invoice runs for that particular invoice scheduler. After you cancel upcoming invoice runs for a scheduler, either edit the existing scheduler or create a new one that will include your changed order.

            Note
            Note Deleting only the invoice scheduler does not stop scheduled runs. If you delete the scheduler without stopping invoice runs, Salesforce Billing continues to run the jobs, generating inaccurate invoices, as a result.
            1. Go to Settings and click Setup.
            2. In Quick Find, enter Jobs and click Scheduled Jobs.
            3. Find the job name of the invoice scheduler that you want to cancel.
            4. In the Action column next to the job, click Del, and then click OK.
             
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