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Billing Status Fields
Review key status fields to track the position of order products and usage summaries in their billing lifecycles. They’re useful if you’re unsure whether an order product or usage summary has been invoiced or is available for invoicing. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
Order Products
- Invoice Run Processing Status
- Shows the status of an order product as the invoice run evaluates it.
- Completed: The invoice run created and posted an invoice line for the order product. The order product won’t create any more invoice lines.
- Error: The invoice run encountered an error while trying to invoice the order product. For more information, review the invoice scheduler’s error log.
- In Progress: The invoice run has created an invoice line but hasn’t posted it yet.
- Pending Billing: The order product can be picked up by an upcoming invoice run.
- Will Not Invoice: If a billing rule’s Generate Invoice field has a value of No, all the rule’s order products are created with an invoice run processing status set to Will Not Invoice. If you still want the next eligible invoice run to pick up your order product, you can change the processing status from Will Not Invoice to Pending Billing on your own. The change won't cause any previous invoice runs to retroactively pick up the invoice. For more information on order product invoicing requirements, review Bill Now.
- Invoice Run Processing Status (Index)
- Inherits the value of the invoice run processing status. Salesforce Billing uses this field for reference and users can’t change it.
Usage Summaries
- Status
- Usage summaries use the Status field to track the summary’s status in the invoicing process.
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- Cancelled: The usage summary was cancelled and won’t invoice or load new usage records.
- New: The usage summary doesn't contain any usage records. Invoice runs won’t evaluate it for invoicing.
- Processed: An invoice run captured the usage summary for invoicing. Users can't load it with any more usage records.
- Queued for Group Calculation: A user has uploaded one or more usage records to a usage summary related to an order product with included usage. Salesforce Billing is calculating usage quantities and totals on the summary based on the included usage values. After calculations are finished, the Status field changes its value to Queued for Invoicing.
- Queued for Subtotal Calculation: A user has uploaded one or more usage records to a volume-based usage summary and Salesforce Billing is calculating the usage summary’s subtotal. After calculations are finished, the Status field changes its value to Queued for Invoicing.
- Queued for Invoice: A user has uploaded one or more usage records to the usage summary. The usage summary is available for invoicing.
- Invoice Run Processing Status
- Shows the status of a usage summary as the invoice run evaluates it.
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- Completed: The invoice run created and posted an invoice line for the usage summary.
- Error: The invoice run encountered an error while trying to invoice the usage summary. For more information, review the error log.
- In Progress: The invoice run created an invoice line but hasn’t posted it yet.
- Pending Billing: The usage summary can be picked up by an upcoming invoice run.
- Will Not Invoice: This usage summary won’t be picked up for invoicing. Can be used like Hold Billing on an order product.
- Invoice Run Processing Status (Index)
- Inherits the value of the invoice run processing status. Salesforce Billing uses this field for reference. We recommend not changing it.
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