Review key input features and assets involved in the installation and configuration of Invoice Risk Scoring via the Scoring Framework configuration template type.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
Note Invoice Risk Scoring is a pilot or beta service that is subject to the Beta Services Terms
at Agreements - Salesforce.com or a written Unified Pilot Agreement if
executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta
service is at the Customer's sole discretion.
Standard Invoice Fields
The Invoice Risk Scoring template includes predefined invoice fields that are used to train and score the predictive AI model.
| Field | Description |
|---|---|
| Billing Account | Account associated with the invoice |
| Total Amount | Total invoice amount |
| Payment Term Item Period | Payment term duration (for example, Net 30 = 30 days) |
| Net Credit Memo Applied Amount | Net credit memo amount applied to the invoice |
| Net Credit Applied Amount | Net credits applied to the invoice |
| Settlement Date | Actual or expected settlement date |
| Posted Date | Invoice posted date |
| Due Date | Invoice due date |
| Derived Days Invoice Overdue | Calculated overdue days based on settlement status |
Note The model uses only invoice header-level fields. Invoice line-level fields aren't
included in scoring.
Predefined Fields
Created specifically for this model, these fields are useful for score predictions.
| Field | Description |
|---|---|
| Account Annual Revenue | Annual revenue of the billing account |
| Account Primary Industry | Industry classification of the account |
| Net Credits to Invoice Amount Ratio | Ratio of credits applied to invoice amount |
| Net Payments to Invoice Amount Ratio | Ratio of payments applied to invoice amount |
| Invoice Amount to Account Revenue Ratio | Ratio of invoice amount to annual revenue |
| Account Average Days Overdue | Historical average overdue days for the account |
| Invoice Overdue | Indicates whether the invoice is overdue |
Note Dynamic fields such as Days Invoice Overdue and Days Invoice Open aren't used directly
because they change daily for open invoices. Instead, the model uses Derived Days Invoice
Overdue for consistent scoring.
Risk Score Calculation
The risk score is calculated by using invoice due dates, posted dates, and AI predicted days overdue of the invoice values.
- Invoices already overdue or with invalid date ranges receive a fixed score of 0.99.
- Predicted late payments can produce scores greater than 1.0, which are treated as high risk.
Default Risk Level Thresholds
| Risk Level | Threshold |
|---|---|
| Low | ≤ 0.3 |
| Medium | > 0.3 and ≤ 0.7 |
| High | > 0.7 or ≥ 0.99 |
AI Explainability
Each score includes explainability details showing:
- The top 3 factors influencing the score
- Impact value of each factor