Invoice

Represents a financial document describing the total amount a buyer must pay for goods or services provided. This object is available in API version 48.0 and later.

Users can edit non-posted invoices. Posted invoices can’t be deleted. Once an invoice is posted, users can make payments against it to reduce its balance.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update()

Special Access Rules

To access these entities, your org must have a Salesforce Order Management license. These entities are available only in Lightning Experience.

Fields

Field	Details
Balance	Type currency Properties Filter, Nillable, Sort Description The outstanding balance for this invoice. Equal to the invoice’s total amount with tax, ignoring payments and adjustments.
BillToContactId	Type reference Properties Filter, Group, Nillable, Sort, Update Description Inherited from the account’s Bill to Account. This is a relationship field. Relationship Name BillToContact Relationship Type Lookup Refers To Contact
BillingAccountId	Type reference Properties Filter, Group, Sort, Update Description The customer account for this invoice. This is a relationship field. Relationship Name BillingAccount Relationship Type Lookup Refers To Account
Description	Type string Properties Filter, Group, Nillable, Sort, Update Description Users can add more information about this invoice. Maximum of 1000 characters.
DocumentNumber	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description System-generated number that is used to organize financial documents. Can be sequential or random.
DueDate	Type date Properties Filter, Group, Sort, Update Description The customer must pay the invoice by the due date. Unpaid invoices past the due date may be sent to collections.
InvoiceDate	Type date Properties Filter, Group, Sort, Update Description The date that the invoice was posted. Used with payment terms to determine the invoice’s DueDate. For example, an invoice with an InvoiceDate of 04/01 and Net 30 payment terms would have a DueDate of 05/01.
InvoiceNumber	Type string Properties Filter, Group, Nillable, Sort, Update Description System-created unique ID for this invoice.
OwnerId	Type reference Properties Filter, Group, Sort, Update Description The user who owns an invoice record. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
ReferenceEntityId	Type reference Properties Filter, Group, Nillable, Sort, Update Description The ID of the order or order summary that created this invoice. This is a relationship field. Relationship Name ReferenceEntity Relationship Type Lookup Refers To Order
Status	Type picklist Properties Filter, Group, Restricted picklist, Sort, Update Description The state of the invoice. Possible values are: `Canceled`: Reserved for future use. `Draft`: Reserved for future use. `ErrorPosting`: Reserved for future use. `Pending`: Reserved for future use. `Posted`: Reserved for future use.
TotalAdjustmentAmount	Type currency Properties Filter, Nillable, Sort Description The sum of the invoice’s adjustment line amounts.
TotalAmount	Type currency Properties Filter, Nillable, Sort Description The sum TotalAmount values on the invoice’s lines.
TotalAmountWithTax	Type currency Properties Filter, Nillable, Sort Description The sum of TotalAmountWithTax values on the invoice’s lines.
TotalChargeAmount	Type currency Properties Filter, Nillable, Sort Description The sum of the invoice’s charges.
TotalTaxAmount	Type currency Properties Filter, Nillable, Sort Description The sum of TaxAmount values on the invoice lines.

Object Reference for Salesforce and Lightning Platform

Invoice

Supported Calls

Special Access Rules

Fields