When a payment is applied using the Match ID rule, the invoice ID specified on the
payment record is validated. If the referenced invoice is deemed invalid, the payment is applied
to the next available invoice based on the subsequent rule in the sequence.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with
the Revenue Cloud Billing license. Contact your Salesforce account
executive for more information.
|
An invoice is considered invalid for the Match ID rule in these scenarios.
- The Invoice ID specified on the Payment record is in Draft status.
- The referenced invoice is posted but has a zero balance.
- The legal entity of the referenced invoice and the payment are different.
- The related account of the referenced invoice and the payment are different.
- The currency ISO code of the referenced invoice and the payment are different.
