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Invoice an Order Using Bill Now
Create an invoice from one of your orders. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
- Go to the order you want to invoice. Remember, you can invoice only active orders.
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Select the Bill Now field and save your order record.
Salesforce Billing creates an invoice as follows.
- The invoice sets its invoice date to the date you created the order.
- The invoice bases its due date off the invoice date and your order’s payment terms. For example, if your payment terms are net 30, your due date is 30 days after the invoice date.
- The Bill Now process sets the invoice’s target date to the earliest Next Billing Date found among invoiceable order products. Remember, order product Next Billing Dates are compared to the invoice target date to qualify the order product for inclusion on the invoice. Only order products with next billing dates on or before the target date are included as invoice lines. For more information on the Next Billing Date field, review Understanding Next Billing Date
- The invoice has a draft status and an unpaid payment status.
- The invoice’s balance reflects the sum of your invoice line balances.
You can now perform several tasks from your invoice record.
- If you made a mistake in creating your invoice and need to change it, you can cancel and rebill it.
- If your invoice does not contain any errors and you’re ready to apply payments, you can use automation or manual edits to change your invoice’s status to Posted.
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