1. Go to the order you want to invoice. Remember, you can invoice only active orders.
2. Select the Bill Now field and save your order record.Salesforce Billing creates an invoice as follows.The invoice sets its invoice date to the date you created the order.The invoice bases its due date off the invoice date and your order’s payment terms. For example, if your payment terms are net 30, your due date is 30 days after the invoice date.The invoice has a draft status and an unpaid payment status.The invoice receives an invoice line for each of your order products and prices the line based on the order product’s charge type, billing frequency, and next billing date.The invoice’s balance reflects the sum of your invoice line balances.
3. The invoice sets its invoice date to the date you created the order.
4. The invoice bases its due date off the invoice date and your order’s payment terms. For example, if your payment terms are net 30, your due date is 30 days after the invoice date.
5. The invoice has a draft status and an unpaid payment status.
6. The invoice receives an invoice line for each of your order products and prices the line based on the order product’s charge type, billing frequency, and next billing date.
7. The invoice’s balance reflects the sum of your invoice line balances.