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Cancel and Rebill an Invoice
Use the Cancel and Rebill option to revert the invoice to its prior state before the most recent billing cycle. Use this option to fix any errors in the invoice record. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing 7.0 and later |
You might run into mistakes on your invoice. For example, an order product didn’t produce an invoice line, or your order had an incorrect billing address. To return your invoiced order products to the state before you most recently billed them, click Cancel and Rebill on your invoice. You can cancel and rebill draft and posted invoices.
When you click Cancel and Rebill, Salesforce Billing finds the order products related to the invoice’s invoice lines, then rolls each order product’s next billing date back to its value on the previous billing cycle. For example, your order product bills monthly with a billing day of month of 16. You cancel and rebill an invoice on 05/13, while the order product’s next billing date is 05/16. The previous next billing date was 04/16. In this case, Salesforce Billing changes the order product’s next billing date to 04/16. The order product's billing metric fields, such as Pending Billing Amount (without tax) and Billed Amount (without tax) also roll back to their previous values.
When the Cancel and Rebill process rolls back an order product’s next billing date, the Override Next Billing Date and Bill Through Date Override fields are set to null. If they had values during the previous billing cycle that you want to use again, you must re-enter them.
Next, Salesforce Billing follows one of two processes based on the invoice's status.
Draft Invoice
When you change an invoice's status to Canceled, it's no longer included in invoice and payment runs, and it can't be posted. Invoices that are in draft status show these changes:
- The invoice status flag changes to white.
- The invoice payment status changes to unpaid.
Posted Invoice
Users post an invoice when they send it to a customer. At this stage, Salesforce Billing records the invoice’s financial transactions in finance books and the general ledger. Since the invoice is a legal document, you must account for all transactions against it. When you cancel and rebill an invoice, Salesforce Billing:
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Creates a credit note on the invoice that matches the total balance of the invoice.
- Creates the credit note and adds credit note lines with balances equal to each of your invoice line balances.
- Allocates the full amount of each credit note line to the corresponding invoice line.
- Changes the invoice’s status to Rebilled.
- Sets the invoice’s status flag to green.
- Sets the invoice’s accounts receivable (AR) status to Cancel and Rebill. This value doesn’t perform any other actions on its own, but you can use it to note that the invoice was canceled and rebilled when you record the invoice’s data in an external AR or general ledger platform.
- Changes the invoice’s payment status to Paid.
If a posted invoice has collected payments, you must unallocate them completely before Salesforce Billing allows you to cancel and rebill. You can then reallocate the payments to the correct invoice lines when you create your invoice.
If a posted invoice can’t be canceled and rebilled, or failed a cancel and rebill process because of CPU timeout, use a credit note, a debit note, or an additional invoice to make adjustments.
You can also change your objects before billing the rolled-back order products again, such as updating tax rates or expanding the scope of a billing rule.
- Add the Cancel and Rebill Button to Invoice Page Layouts
Help users take control of their invoices when you add the Cancel and Rebill button to invoice page layouts. (Salesforce Billing Managed Package) - Scale Testing Guidelines to Cancel and Rebill Invoices
Salesforce Billing can post invoices with more lines than the number of invoice lines that can be canceled and rebilled. So, scale test the Cancel and Rebill Invoices feature in a full sandbox to avoid errors when using the feature for posting invoices in production. (Salesforce Billing Managed Package)
