Bulk Invoice Creation and Processing
  1. Click the Invoice Manager tab
  2. Select the billing scenario and click Next
  3. Enter the billing rules values as necessary and click Fetch Opportunities
  4. The Invoice Status, Invoice, Email, and Print columns show whether an invoice has already been created for each item in the list. Select the required billing action: Create Only, Email, or Print, for each opportunity, and click Process Invoices to create and process, or re-create and re-process their invoices.
Important
The table is empty when there are no opportunities for the billing scenario selected. Revise the values of the billing rules and the billing scenario selection to proceed. The billing action checkboxes are disabled for any opportunity in the list which has not been assigned an invoice template or it does not have any opportunity products to bill. Assign an invoice template to the opportunity and add products to proceed creating and processing an invoice for these opportunities. A maximum of 50 invoices can be processed at a time. If you need to process over this number, you must break up the processing into several batches of up to 50 each. For more information see Invoice Manager Best Practices

Once the invoices creation and processing is done, the Invoice Status, Invoice, Email, and Print values are updated for each item in the list.

Bulk invoice creation and processing results

Invoices for Salesforce includes safeguards to guarantee that only accurate invoices reach your customer. When these safeguards checks are not met, the invoice is not create, or it is created but fails to be processed. This is shown in the Invoice Status column for each item in the list, and can take one of the following values: "Missing Data", "Out-of-Sinc", or "Processing Error". For more information see Invoice Creation and Processing Safeguards

When the safeguards checks are met, a new invoice is created and the invoice PDF is attached to that invoice. You will find the new invoice in the Invoices related list of the opportunity page for each item in the list.

Depending on whether a previous invoice already existed for an opportunity, and of the values of Invoices History Tracking and Keep Invoice Number in the billing scenario, the invoice creation and processing outcome for each item in the list is as follows:

Previous invoice Invoices History Tracking Keep Invoice Number Invoice creation and processing outcome description
No Yes or No Yes or No A new invoice is created. The Invoice Number corresponds to a unit increment of the Invoice Number Counter of the billing scenario
Yes Yes Yes A new invoice is created. The previous invoice Status is set to "Replaced". The Invoice Number of the new invoice is the same as the previous invoice, and the Invoice Number Counter of the billing scenario is not incremented.
Yes No Yes A new invoice is created. The previous invoice is deleted. The Invoice Number of the new invoice is the same as the previous invoice, and the Invoice Number Counter of the billing scenario is not incremented.
Yes No No A new invoice is created. The previous invoice is deleted. The Invoice Number of the new invoice corresponds to a unit increment of the Invoice Number Counter of the billing scenario

Viewing the invoice PDF

Once the invoices were processed, the Invoice column shows the PDF icon for each item in the list for which an invoice was successfully created. Click on the icon to view the invoice PDF for that item.