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Invoice Generation
Invoices display a list of purchased items and services alongside the total amount a customer must pay. The invoice record itself contains important details such as the balance, due date, and payment status. You can control several date fields in the Salesforce CPQ and Salesforce Billing packages to manage the number of invoices generated from an order, their billing dates, and the order products converted to invoice lines. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
Salesforce Billing allows you to create an invoice manually from a single order or to automate the invoice creation process with an invoice scheduler. Invoice schedulers evaluate unbilled order products based on user-defined criteria and create an invoice with invoice lines for each matching order product.
An invoice inherits the following fields from its parent order.
- Service Start Date
- Service End Date
- Subscription Term
- Payment Terms
- Order products, which convert to invoice lines
Invoices can have the following statuses.
- Draft: Salesforce Billing has not calculated field values for this invoice or its invoice lines.
- Initiated: Salesforce Billing is calculating field values for the invoice lines on this record, and field values for the invoice itself.
- Error: Salesforce Billing was unable to finish calculating field values on this invoice. You can find information on these errors in the invoice’s Error Log related list.
- Post In Progress: Salesforce Billing is working on posting this invoice. If this process finishes successfully, the Status field changes to Posted. If Salesforce Billing encounters an error, the Status field changes to Error.
- Posted: Salesforce Billing has finished calculating field values for this invoice and its invoice lines. You can now send it to a customer.
- Canceled: A user or process has canceled this invoice. Salesforce Billing has associated the invoice with a credit note equal to the remaining balance, with credit lines automatically allocated to each invoice line.
- Rebilled: A user or process has canceled this invoice and rebilled it via the Cancel and Rebill button.
Invoices generate with a default Status field set to Draft. This state allows admins to review the invoice for accuracy before sending it to a customer. If you’re posting invoices manually, when you’re ready to post your invoice, change its Status field from Draft to Posted. Otherwise, your invoice run automates changes between status fields.
- Billing Process Overview
Salesforce Billing provides several ways to automate subscription billing, usage-based product billing, milestone billing, and custom billing with recurring invoices. The invoice record represents one-time, recurring, and usage-based charges incurred over a period of time. (Salesforce Billing Managed Package) - Proration Types for Partial Billing Periods
Salesforce Billing uses proration to calculate balances for invoice lines that cover partial billing periods. While the invoice line doesn’t have a prorate multiplier field, Salesforce Billing still calculates one behind the scenes and multiplies it by the order product’s billable unit price to determine the invoice line’s balance. The Salesforce Billing invoice package setting Proration Type offers several options for the method used to calculate the prorate multiplier. (Salesforce Billing Managed Package) - Grouping Order Products into Invoices
Salesforce Billing creates invoices for different groups of order products based on several order and order product fields. This process is useful for invoicing certain types of order products separately from your other order products. It’s also useful if your account managers want one invoice record for all their orders. (Salesforce Billing Managed Package) - Invoice Schedulers for Automating Invoice Creation
Set up an invoice scheduler for your billable order products so invoices can be generated automatically. (Salesforce Billing Managed Package) - Invoice Presentation
Salesforce Billing provides several options for creating documents based on your invoices. (Salesforce Billing Managed Package) - Managing Invoice Lines Related to Your Assets
An asset contains several fields and relationships to help you track how often and for how much you’ve invoiced a customer. You can create a relationship by adding an asset to the order product’s Lifecycle-Managed Asset field. The asset’s Invoice Line Balance field shows the sum of the Balance fields on the posted invoice lines related to the asset. (Salesforce Billing Managed Package) - Bill Now
Users can manually invoice an order by selecting Bill Now on the order record and saving. It’s a useful feature when a sales rep must quickly produce an initial or final invoice. (Salesforce Billing Managed Package) - Invoice Fields
Before you start working with billing and invoicing, review invoice fields and attributes. (Salesforce Billing Managed Package) - Invoice Line Fields
Before you start working with billing and invoicing, review invoice line fields and attributes. (Salesforce Billing Managed Package) - Editable Fields on Invoices and Invoice Lines
Salesforce Billing follows Generally Accepted Accounting Principles, which require that users must always be able to track details of invoices and invoices lines. To ensure that invoice information is accurate for accounting purposes, Salesforce Billing doesn't allow you to edit or delete certain fields on posted invoices and their lines. While some other fields are editable, changing them may prevent data from passing correctly during other Salesforce Billing processes such as payments or amended orders. When you work with invoices, review the fields that you can safely edit on invoices and invoice lines. (Salesforce Billing Managed Package)
