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Manage Your Billing Processes with Salesforce Billing
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            Posting Invoices

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            Posting Invoices

            Post an invoice to lock it from changes so that customers or processes can make payments against it. A posted invoice is also ready for revenue recognition reporting. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Post an invoice by changing its Status field from Draft to Posted. If you're using invoice schedulers, you can also select the Automatically Post Invoices field. All of that scheduler's invoice runs will change a draft invoice's status to Posted once invoice creation has finished.

            Posting an invoice enables the following actions.

            Payments
            Manually allocate payments to the invoice’s invoice lines
            Allow customers to select the invoice for payment in the payment center
            Allow payment runs to automatically process the invoice for payment
            Revenue Recognition
            Create a revenue schedule for invoice lines covered by a Revenue Schedule Creation Action set to Invoice Posting.

            Remember, the invoice is a legal document that represents the customer's agreement to pay you for services. Posting an invoice finalizes this agreement and prevents you from deleting the invoice or any of its invoice lines. This way, your organization always has a record for legal and bookkeeping purposes.

            If you need to change the invoice — for instance, if a mistake on the account's address caused an incorrect tax calculation — you'll use credit and debit notes to change the invoice's balance while keeping the invoice and invoice line records available for reference. For more information, check out Issuing Credits, Creating Debits and Add-on Charges, and Cancel and Rebill an Invoice.

            Note
            Note Salesforce Billing doesn't support posting multiple invoices from a list view.
             
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