Invoice Creation (POST)

Create an invoice for an account, order, or a list of billing schedules.

This API request creates billing period items for the matching billing schedules. The billing period items are created for the period between the next charge date of the billing schedule and the specified target date. Invoice lines are created by processing these billing period items. These invoice lines are then grouped into invoices based on the defined grouping criteria on the billing schedule.

This API also applies any available credits on an account to settle an invoice and to reduce it’s balance. To apply available credits, ensure the Apply Credits to Posted Invoices setting from Billing Settings is turned on.

You need the Generate Invoices From Billing Schedule API, Billing Operations User, or Billing Customer Service permission set to use this API.

1/commerce/invoicing/invoices/collection/actions/generate

1https://{yourInstance}.salesforce.com/services/data/v68.0/commerce/invoicing/invoices/collection/actions/generate

62.0

POST

Note: The billing​TransactionId property takes precedence over the accountId property followed by the billing​ScheduleIds property when values for these properties are specified in the input request.

JSON Example

1{
2  "accountId": "001SG00000mYtRWYA0",
3  "action": "Posted",
4  "billingScheduleIds": [
5    "44bSG000000CVeMYAW"
6  ],
7  "billingTransactionId": "801SG00000mYtaXYAS",
8  "correlationId": null,
9  "invoiceDate": "2024-01-12",
10  "targetDate": "2024-01-12"
11}

Properties

Supported values:

• Draft
• Posted

Revenue Async Response

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Revenue Management Settings

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Product Catalog Management

Salesforce Pricing

Rate Management

Product Configurator

Transaction Management

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Dynamic Revenue Orchestrator

Usage Management

Billing

Billing Standard Objects

Billing Fields on Standard Objects

Salesforce Payments Objects in Billing

Billing Platform Events

Billing Standard Invocable Actions

Billing Business APIs

Billing Business API Limits

Resources

Sequence Gap Reconciliation (POST)

Sequence Assignment (POST)

Batch Invoices Document Generation (POST)

Batch Invoices Document Generation Retry (POST)

Batch Invoices Draft to Posted Status (POST)

Batch Invoice Scheduler (POST, PUT)

Batch Payment Scheduler (POST)

Billing Arrangement (GET)

Billing Schedule Recovery List (POST)

Composite Collection Plan Creation (POST)

Create Billing Schedules for Orders (POST)

Create Sequence Policy (POST)

Create Standalone Billing Schedules (POST)

Create and Apply Credit Memo (POST)

Apply Credit Memo (POST)

Unapply Credit Memo (POST)

Apply Credit Memo Line (POST)

Unapply Credit Memo Line (POST)

Generate On-Demand Invoice Document (POST)

Generate Account Statement (POST)

Invoice Creation (POST)

Invoice Draft to Posted Status (POST)

Invoice Ingestion (POST)

Invoice Estimated Tax Calculation (POST)

Invoice Preview (POST)

Invoice Run Recovery (POST)

Negative Invoice Lines to Credit Conversion (POST)

Payment Line Apply (POST)

Payment Line Unapply (POST)

Payment Scheduler Update (PATCH)

Post a Draft Memo (POST)

Rules Application (POST)

Posted Invoice List Write-Off (POST)

Void a Posted Invoice (POST)

Refund Line Apply (POST)

Send Emails for Posted Invoices (POST)

Resume Billing (POST)

Suspend Billing (POST)

Standalone Credit Memo (POST)

Billing Checkout (POST)

Tax Calculation (POST)

Update Sequence Policy (PATCH)

Void Posted Credit Memo (POST)

Refund Credit Memo (POST)

Request Bodies

Response Bodies

Billing Apex Reference

Billing Metadata API Types

Revenue Management Associated Objects

Previous Versions