Billing Standard Invocable Actions

Use standard invocable actions to automate processes such as credit application, billing schedules creation, and invoice management.

Commerce Payments Invocable Actions

This table provides a list of the invocable actions of Commerce Payments, which can be used for Billing.

Resource	Description
`/services/data/v68.0/actions/standard/applyPayment` (POST)	Apply a payment record to an invoice header by creating a PaymentLineInvoice record with `Applied` type.
`/services/data/v68.0/actions/standard/paymentSale` (POST)	Capture a payment without any prior authorization, and create a payment record.

Billing provides these invocable actions.

Create Collection Plan Action

Create one or more collection plans, each with its optional nested collection plan items.
Apply Credit Action

Apply a credit memo or credit memo line to an invoice or invoice line, respectively.
Apply Payments and Credits by Rules Action

Apply payments and credits to posted invoices by adhering to the specified rules.
Automate Refund Action

Initiate refund orchestration for a credit memo generated from a subscription cancellation or negative amendment.
Process Refund Credit Memo Action

Initiates a refund against a posted credit memo. This action locks the credit memo, calls the Commerce Refund API, and returns the refund and application record IDs.
Create Billing Schedules From Billing Transaction Action

Create one or more billing schedules for a specified billing transaction ID.
Create Standalone Billing Schedules Action

Creates billing schedules for internal or external transaction records by calling the Create Standalone Billing Schedules API.
Extend Invoice Due Date Action

Update the due date on an invoice to accommodate payment extensions or resolve billing disputes.
Generate Account Statement

Generates a comprehensive account statement for a specified account with transaction history and balance information.
Generate Invoice Documents Action

Asynchronously generate PDF documents for the invoices associated with an invoice batch run record that are in the Draft or Posted status.
Issue Credit Memo Action

Issue credit memos for disputed invoices to resolve billing disputes.
Post Draft Credit Memo Action

Post a draft credit memo to a credit memo record for review and approval.
Post Draft Invoice Action

Update the status of an invoice from Draft to Posted for a credit memo application.
Post Draft Invoice Batch Run Action

Update the status of a batch of invoices from Draft to Posted for a credit memo application.
Recover Billing Schedules Action

Recover one or more billing schedules in the Error or Processing status.
Send Dunning Email Action

Run an orchestration that sends dunning process emails for collection plans to recover overdue revenue and notify customers about amounts still due.
Suspend Billing Action

Suspend or resume the billing of an account to handle billing disputes.
Update Bill To Contact Action

Update the Bill to Contact detail on an invoice to ensure accurate billing communication and routing.
Unapply Credit Action

Unapply a credit memo or credit memo line from an invoice or invoice line, respectively.
Unapply Payment Action

Unapplies a payment that’s already been applied to an invoice or invoice line by crediting the amount back to the payment and the invoice or invoice line.
Void Posted Credit Memo Action

Invoke the Void Posted Credit Memo API by providing a credit memo ID.
Write Off Invoices Action

Write off partially paid or unpaid invoices to manage pending debts and to maintain accurate financial records. This action calls the Posted Invoice List Write-Off (POST) API.

See Also