Invoice Preview (POST)

Generate preview invoices, which includes the estimated tax amounts, for a billing transaction for the next two billing periods.

Invoice preview provides details of the upcoming invoices for orders or quotes within the system.

You need the Billing Operations User or Billing Customer Service permission set to use this API.

See these requirements to learn more about the configuration prerequisites.

1/commerce/invoicing/invoices/collection/actions/preview

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

63.0

POST

JSON Example

1{
2    "billingTransactionId": "801Z600000004LoIAI",
3    "numberOfBillingPeriods": 2,
4    "previewDate": "2024-12-04"
5}

Properties

Invoice Preview

j

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Revenue Management Settings

Revenue Management Deployment

Product Catalog Management

Salesforce Pricing

Rate Management

Product Configurator

Transaction Management

Advanced Approvals

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