Use APIs or Flow actions to generate and update invoices, recover the latest generated invoices for billing schedules, void posted invoices, and send emails with posted invoices.
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 |
| Goal | API |
|---|---|
| Create or update an invoice scheduler to automatically generate invoices. | Batch Invoice Scheduler API |
| Generate an invoice for an account, order, or a list of billing schedules. | Invoice Creation API |
| Ingest or generate an invoice from an internal or external billing transaction data. | Invoice Ingestion API |
| Update the status of an invoice from Draft to Posted. |
Invoice Draft to Posted Status API To automate the process of updating the status of an invoice from Draft to Posted, build a custom flow and use the Post Draft Invoice action. |
| Update a batch of invoices from Draft to Posted status for a credit memo application. |
Batch Invoices Draft to Posted Status API To automate the process of updating the status of a batch of invoices from Draft to Posted for a credit memo application, build a custom flow and use the Post Draft Invoice Batch Run action. |
| Recover the latest generated invoice associated with the billing schedules in the Error or Processing status. |
Billing Schedule Recovery List API To automate the process of recovering one or more billing schedules in the Error or Processing status, build a custom flow and use the Recover Billing Schedules action. |
| Recover records associated with a failed invoice run. Recovery is required only when billing schedules remain in the Processing, Void In Progress, or Error status. | Invoice Run Recovery API |
| Void a posted invoice to rebill the customer. | Void a Posted Invoice API |
| Send emails for the posted invoices of a specified invoice batch run ID. | Send Emails for Posted Invoices API |
