Why has the invoice run not produced the invoices as expected?
← Billing & Invoice Management FAQ
There are multiple cases that can prevent the invoice run from running correctly or producing the expected result, like missing items or no invoices at all.
Please check for the following:
- Draft invoices: Make sure that there are no draft invoices that relate to the same billable items.
- Start date/end date: The start and end dates of the source records (subscriptions/items, opportunities, orders/order products, contracts, etc.) must be within the invoice run period.
- Filters: Filters define which subscriptions, opportunities or other objects are subject to an invoice run. Make sure that your filters are correctly set up as a custom setting, see Filters.
- Invoice template: Make sure that you have specified an invoice template for your subscription, opportunity or other source object. If you have not explicitly specified a template, make sure that the
Default
template is available. - Permission on accounts: As produced invoices (and related balances) are linked to the corresponding account record, the user who executes the invoice run must be assigned the
Edit
permission on the Account object. - Subscription status: The subscription must be set
Active
.Draft
subscriptions are not considered. - Subscription item status: The subscription item must be set
Active
. Inactive items are not considered. - Transaction date: When billing transactions, their date must be within the invoice run period.
- Related invoices of transactions: If you have canceled an invoice with billed transactions, the transactions still relate to the (canceled) invoice. They are therefore not considered in a subsequent invoice run. You must explicitly remove the links to the canceled invoice from the transactions.
- One-time items: Subscription items with the billing type
One-Time
are invoiced only once and are deactivated when the corresponding invoice is finalized. - Opportunity billing: When billing opportunities, make sure that there are products associated to the opportunity. The opportunity products must not be invoiced already (it does not matter whether this invoice is
Draft
orOpen
).
Info
Sometimes one individual record prevents the invoice generation. In order to find that out, you can temporarily set the batch size of the invoice run to 1
(see Batch Settings) and monitor which record causes the error.