Invoices for Salesforce

The Invoice Manager Interface

The Invoice Manager is your one stop to rise the invoices for your sales in bulk. It is a two step wizard:

Step 1: you select the billing scenario
Step 2: you fetch your sales, and proceed to create and process their invoices.

This section describes the UI components you use when creating and processing invoices in step 2.

Invoice Status Counters

The invoice status counters measure your progress in rising the invoices for all your sales. The counters are:

Invoice Status Counter	Description
Not Done	The number of sales without an invoice. This is the number of invoices that remain to be created and processed
Created Only	The number of invoices that have been created for which the invoice PDF has not been emailed or printed. This is the number of invoices that remain to be processed
Processed	The number of invoices that have been created for which the invoice PDF has been emailed or printed. This is the number of invoices that have been processed

The invoice status counters are shown after you click Fetch Opportunities. As you process invoices, the counters are updated. You are done processing all the invoices for your sales when the Not Done and Created Only counters are zero, and the Processed counter is equal to the total number of sales in your billing scenario.

Tip

Click on an invoice status counter to filter the items in the list to show the items for that counter. For instance, click Not Done to show all the sales for which an invoice has not been created.

Invoices Printouts

The invoice PDF created for each opportunity processed with the Print billing action in each processing batch, are concatenated in a single document stored under the Documents tab, in a Folder and with a document name prefix you define in the billing scenario. For more information see Billing Scenarios

The invoices printouts drop-down lists all such documents for the billing scenario. When you click Fetch Opportunities the list shows past documents created for that scenario. As you process the invoices for your sales, and all or some are processed with the Print billing action, the printouts drop-down list is updated with the document for the last processing batch first in the list. To see a printout document:

Select the document name from the list
Click View next to the Printouts drop-down list

Views and View Filters

You use the Views drop-down lists to filter the items in the list. You can filter each list view further with the View Filters drop-down list. Both drop-down lists have a set of predefined options as follows:

Views	View Filters	Items Shown
All	All	All the sales for the billing scenario
	Created Only	All the sales in the billing scenario for which an invoice has been created, and the invoice PDF has not been emailed or printed
	Processed	All the sales in the billing scenario for which an invoice has been created, and the invoice PDF has been emailed or printed
	Not Done	All the sales in the billing scenario for which an invoice has not been created
Last Batch	All	All the sales processed in the last processing batch
	Created Only	All the sales processed in the last processing batch for which an invoice has been created, and the invoice PDF has not been emailed or printed
	Processed	All the sales processed in the last processing batch for which an invoice has been created, and the invoice PDF has been emailed or printed
	Missing Data	All the sales processed in the last processing batch for which an invoice could not been created because its records are missing data. For more information see Invoice Creation and Processing Safeguards
	Out-of-Sync	All the sales processed in the last processing batch for which an invoice could not been created because its records data is not in sync with a current invoice for that sale. For more information see Invoice Creation and Processing Safeguards
	Processing Errors	All the sales processed in the last processing batch for which an invoice could not been created, or an invoice was created but the invoice PDF could not be emailed or printed because of processing errors. For more information see Invoice Creation and Processing Safeguards

Note

The View Filters options: "Not Done", "Created Only", and "Processed" for the Views "All" value are the same as the Invoice Status Counters.

Opportunities List Navigation

The opportunities list is an enhanced list that gives you the ability to quickly view and navigate through the sales for the billing scenario selected. The enhanced list lets you:

Navigate through the list results by clicking the first page icon (<<), Previous, Next, or the last page icon (>>) at the bottom of the list.
Jump to a specific page of results by entering a number in the text box in the lower right corner, and then pressing Enter.
Change the number of records displayed per page by clicking the record count indicator in the lower left corner of the list and selecting the desired setting. You can view 10, 25, or 50 records at a time. When you change this setting, you return to the first page of list results.