Single Invoice Creation and Processing

To create and process the invoice for a sale, go to the opportunity page for that sale and follow these steps:

  1. Click Invoice
    Note
    If the Invoice button does not appear on the opportunity page, you must customize the Opportunity page layout as described in Configuration and User Permissions
  2. Select the billing scenario and click Next
  3. Enter the billing rules values as necessary and click Next
  4. The Invoice Status, Invoice, Email, and Print columns show whether an invoice has already been created or not for the opportunity. Select the required billing action: Create Only, Email, or Print, and click Process Invoice to create and process, or re-create and re-process a new invoice.
    Nore
    The opportunity is not shown when it does not belong to the billing scenario selected. Revise the values of the billing rules and the billing scenario selected to proceed. The billing action checkboxes are disabled when the opportunity 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.

Once the invoice creation and processing is done, the Invoice Status, Invoice, Email, and Print values are updated.

Single 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, 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.

Depending on whether a previous invoice already existed for the opportunity, and of the values of Invoices History Tracking and Keep Invoice Number in the billing scenario, the invoice creation and processing outcome 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 an invoice was successfully created, the Invoice column shows the PDF icon. Click on the icon to view the invoice PDF.