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Invoice Fields
Before you start working with billing and invoicing, review invoice fields and attributes. (Salesforce Billing Managed Package)
| Field | Definition |
|---|---|
| Account | Parent account for the invoice. Inherited from the order product. |
| Action | Shows whether a user has credited the invoice by either selecting the Cancel and Rebill button or the Credit button. |
| Allocations Against Invoice | Total number of payment allocations made against the invoice. |
| Allocations Against Invoice Lines | Total number of payment allocations made against the invoice’s invoice lines. |
| AR Status | Shows whether the invoice has been credited or canceled and rebilled. |
| Asset | Inherited by default from the Lifecycle-Managed Asset field on the invoice’s parent order product. Can be overridden with a different asset. |
| Balance | The sum of all balances on the invoice’s invoice lines. |
| Base Currency | If you have currency conversion requirements, you can define your base currency here. |
| Base Currency Amount | If you have currency conversion requirements, you can define your base currency amount here. When you export your data, you can use this value in your conversions. |
| Base Currency FX Date | If you have currency conversion requirements, you can define your base currency FX date here. When you export your data, you can use this value in your conversions. |
| Base Currency FX Rate | If you have currency conversion requirements, you can define your base currency FX rate here. When you export your data, you can use this value in your conversions. |
| Bill To Contact | The user who receives information about the invoice. |
| Corrective Action (Payment Run) | When this field has a value of Action Required, the invoice is locked from receiving payments until the issue defined in the Last Payment Run Processing Message field is resolved. |
| Credits | The sum of credit notes allocated against the invoice and its invoice lines. |
| Days Outstanding | The number of days past the invoice due date. |
| Debit Payments | The sum of payments made to debit notes allocated against the invoice and its invoice lines. |
| Debits | The sum of debit notes allocated against the invoice and its invoice lines. |
| Declined Payment Count (Payment Run) | Salesforce Billing doesn't populate this field by default. You can add your own customization to it if you want to track the number of times a payment run that targets the invoice has been unable to pay it. |
| Default Payment Type | Used in payment runs. A payment run picks up an invoice if the run and the invoice have matching Default Payment Type values. |
| Due Date | The date by which customers must pay their invoice. We’ve provided it for users who want to add their own due date and collections features for AR and AP. |
| Impact Amount | Inherits the value of the invoice’s total amount. We’ve provided this field for users who must monitor impact amounts separately as part of their billing and collections processes. |
| Invoice Date | Date when the invoice was created by either the Bill Now process or an invoice run. |
| Invoice Line Balance | Total balance of invoice lines on the invoice. |
| Invoice Posted Date | Date when a user or process posted the invoice. |
| Invoice Run (Created By) | Shows the invoice run that created the invoice. |
| Last Payment Run | Most recent payment run that evaluated the invoice for payment. |
| Last Payment Run Processing Message | If a payment run that targeted the invoice encountered an issue, this field shows information on how to correct the issue and unlock the invoice for receiving payments. |
| Negative Invoice Line Conversion | The sum of all Negative Line Conversion fields on the invoice’s invoice lines. It’s
helpful when evaluating whether to run the When the |
| Notes | Users can provide additional notes and information. |
| Number of Invoice Lines | Total number of invoice lines. |
| Order | Populated only when Bill Now is used to create the invoice, or during an invoice run if the order product Invoice Group field has a value of Order. |
| Override Autopay Payment Method | Shows a payment method. If this field has a value when a payment run evaluates the invoice, the invoice’s default payment type ignores the account’s payment method. The default payment type instead inherits its Type value from the payment method defined in Override Autopay Payment Method. We recommend using this setup when you must temporarily change the payment method used for a specific invoice. |
| Payment Batch | If a payment scheduler has a payment batch value, the payment run evaluates only invoices with matching payment batch values. If this field is null, payment runs evaluate the invoice only if the payment run's batch is also null. |
| Payment Run | The payment run that evaluated and made payment against the invoice. |
| Payment Run Processing Message | This field doesn't have any functionality by default. |
| Payment Status | A formula field that shows Paid when the invoice balance is zero (0). If payments are applied but there’s still a balance, the formula returns Partially Paid. If there are no payments applied, then the field shows Unpaid. If only credit notes are allocated to an invoice and the balance is still positive, the payment status remains Unpaid. Only applying payments to the invoice can change the status to Partially Paid. If this is a requirement, create a custom field. |
| Payments | The number of payments made against this invoice. |
