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Find out invoices with incorrect balance in Salesforce

Problem - I see an invoice that were already paid in full with a payment in Salesforce.  However, the invoice's balance is still outstanding.  How do I identify these invoices and correct their balance?



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Zuora Support

Re: Find out invoices with incorrect balance in Salesforce

You can create a custom report to identify such invoices in Salesforce.  Here are the steps.

 

  • Create a custom Report Type with Invoice as the primary object and Payment as the child object.  Their relationship is Inclusive.

report_type.png

  • Create a report using this custom report type
  • Select these fields as minimum
    • Invoice - Invoice Number, Total Amount, Balance
    • Payment - Payment Number, Amount
  • Add a filter - Invoice.Balance not equal 0
  • Run the report and open it in Excel
  • Compare (Total Amount - Amount) vs. Balance.  For any record with these two amounts being different, the invoice most likely has an incorrect balance.

To correct the invoices' balance, you can make some changes to the invoices in Zuora and run a 360 Sync.



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