Nextian enables tracking of account invoices and payment information directly on Salesforce account records.
Invoices are typically updated from the billing system using the Nextian Billing Integration and are made visible to account managers and sales representatives within Salesforce — even if they do not have direct access to the billing system.
Additionally, invoices are available to customers via the Nextian Customer Portal, where users can also make payments.
Invoice Data Model
Invoice information is stored in the custom Invoice__c object (the standard Salesforce object could not be used):
| Field | Description |
|---|---|
| Invoice Name | Auto-generated internal identifier in the format INV-{000000}. The actual billing system invoice number is stored in the Invoice Number field. |
| Invoice Number | Invoice number from the billing system (external Id searchable in Salesforce). |
| Invoice Id | Invoice Id in the billing system (external Id searchable in Salesforce). |
| Status | Invoice status: Issued – the invoice has been issued and has not been paid yet, or has not been paid in fullPaid – the invoice has been paid in full. |
| Amount | Total invoice amount. |
| Issue Date | Date when invoice was issued. |
| Due Date | Invoice due date. |
| Paid Date | Date when the invoice was paid. |
| Is Overdue | Checked when the invoice is currently overdue. |
Examining Account Invoices in Salesforce
To view account invoices for an account in Salesforce:
- Open the account details.
- Click the Related tab.
- Scroll to the Invoices section.
- To examine an invoice image:
- Open invoice details.
- Click the Related tab.
- Scroll to Notes & Attachments.
| Important | Invoice images are stored in Notes & Attachments. They are accessible both from the invoice record (image only for that invoice) and from the account record (all invoice images for that account). |
