Invoice Object

The Invoice object is a custom object of the application used to capture the invoice records automatically created when billing in both: bulk and single invoice modes.

After installing and deploying Invoices for Salesforce the Invoice object has the following fields:

Field Description
Account Name of the account the invoice is linked to.
Emailed Checkbox indicating if the invoice was automatically emailed to the customer.
Invoice Number The invoice number of the invoice. The value corresponds to the display format and the auto number as described in Billing Scenario Properties. This field is assigned a value when the invoice is automatically created only if you add the invoice number to the invoice template as described in Adding Text. Otherwise the value of this field is empty.
Opportunity Name of the opportunity the invoice is linked to.
Payment Status Current payment status of the invoice. Entry is selected from a picklist of three values: Paid, Unpaid, and Overdue. The default value is Unpaid.
Printed Checkbox indicating if the invoice was automatically added to a printout stored in a folder under the Documents tab. For more information see Billing Scenario Properties.
Status The invoice status. Entry corresponds to a picklist with the following three possible values:
  • Created Only. The invoice was created but it was not emailed to the customer and was not included in a printout file for printing.
  • Processed. The invoice was created and was automatically emailed to the client, was included in a printout file, or both.
  • Replaced. A new invoice was created so the invoice has been replaced but was not deleted. For more information see Invoices History Tracking in Billing Scenario Properties.
    Warning
    Do not modify the picklist entries as this will affect the application.

As you create invoice templates and add billing rules to your billing scenarios, Invoices for Salesforce automatically updates the customization of the Invoice object, so there is no need for you to maintain its fields manually. (This only applies to Enterprise, Unlimited, and Developer Editions of Salesforce. Professional Edition users need to customize these objects manually as described here). However, once you created your invoice templates, you may want to customize the Invoice object page layout to display the fields with the dynamic data from your records that you added to the invoice templates. To customize the Invoice page layout follow these steps:

  1. Go to You Name | Setup | App Setup | Create | Objects.
  2. Click on Invoice.
  3. In the Page Layouts related list click Edit next to the Invoice2 Layout name.
  4. Click on Fields to display the list of available fields.
  5. Drag and drop the fields you want to a section of the page. Create new sections as necessary
  6. Click Save when you are done adding fields to the page layout.
Important
When automatically creating invoice records, Invoices for Salesforce only assign a value to the fields automatically maintained by the application when you create and edit invoice templates and billing rules. Consequently, if you need to manually add custom field to the Invoice object, note that these fields are not assigned a value when the invoices are automatically created.