Sales Invoice Fields

Here is a description of the fields that make up a sales invoice.

See also Income Schedule Fields and Recurring Invoice Fields.

Some of these fields might not be visible or editable at all times, or in all package combinations.

Field	Description
Invoice Number	Unique auto-number field in the format SIN{auto-number}. The auto-number is set with the prefix SIN and starts at {000000}. This object can have at least 9 billion records. You can't change the starting number for Sales Invoices. If you want your auto-numbers to start on a different number, you need to create an alternative custom auto-number field. See the Salesforce Help for more details.

Key: R – Read-only;  * – Mandatory field; S – Sales and Use Tax mode only; E – Editable after posting (subject to some restrictions); D – Overrides prevail over derived values

Field			Description
Account	*		Customer account for which you want to create, or have created, a sales invoice. The account you specify here must have an accounts receivable control account assigned to it. You can change the Account on a sales invoice up until the time that you add your first invoice line item. On the sales invoice home or detail page, click the account name to view the related account details.
Account Name			Customer account for which you have created a sales invoice. This field shows the account name as text, which means a user cannot click the account name to view related account details. This is useful if, for example, you do not want Salesforce Community users to be able to view details about an account.
Archive Set			A lookup to the archive set that the invoice has been included in by the archiving process. This field is only displayed if you have Archiving enabled on your org.
Avalara VAT Reporting Document Indicator			Note: Only applies if you are using the Avalara VAT Reporting integration. Document type used to populate the required Document Indicator value for the Avalara VAT Reporting integration. If this is blank, "1 - Invoice" is used when the document is sent to Avalara VAT Reporting.
Billing Address			Address to which the invoice will be sent.
Billing Document			Billing document the sales invoice relates to. This is automatically populated if the invoice is created from a billing document. For more information, see Creating Sales Invoices from Billing Documents.
Consolidated Invoice	R		Lookup to the consolidated invoice that the invoice has been superseded by. Automatically populated by the invoice consolidation process.
Copy Account Values			Indicates that you want to retrieve details from the selected account.
Copy Default Printed Text Definitions			Indicates that you want to retrieve default printed text from an existing text definition A predefined, reusable snippet of text that can be included on an invoice or credit note..
Currency Decimal Places			The number of decimal places used by the invoice currency. Permitted values are 0 and 2. The default is 2.
Customer Reference		E	Customer reference, such as a customer order number, that you want to appear on the printed invoice.
Derive Currency		D	In a single-currency organization An organization that is not enabled for multiple currencies. If you are unsure, contact your Salesforce administrator., indicates that you want to set the invoice currency to home currency. In a multi-currency organization, indicates that you want to set the invoice currency to the currency of the selected account.
Derive Due Date		D	Indicates that you want to derive the due date of this invoice. See Due Date for information on how this date is derived.
Derive Period		D	This field is populated automatically depending on the invoice date. If you edit the invoice date, the derive period is not inherited automatically. You must provide a new derive period by manually deleting the previous or existing derive period and then select the Derive Period checkbox. If you fail to update the new derive period, the existing derive period of the last invoice is applied.
Dimension (1–4)		E	Names of the analysis dimensions Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. by which you want to analyze the account. In Classic Edition The view of the application that you see when you first install the base managed package., any custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. are displayed immediately below the Dimension analysis fields.
Discard Reason		255	Reason this document was discarded.
Dual Rate			The exchange rate used on this document for home to dual currency.
Due Date	*	E	Date the invoice is due for payment, unless it uses a payment schedule Used to create a single invoice that has multiple values that are due for payment on different dates.. The default is calculated using the invoice date and the credit terms Set of terms used to determine due dates and discounts for the goods and services bought or sold. Terms can be set at account level for vendors and/or company level for customers. on the customer account, or if these are not set, using the standard credit terms for the current company The company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned.. You can amend this date, but it cannot be earlier than the invoice date. If you amend the invoice date or customer account, the due date is recalculated automatically. If the invoice uses a payment schedule, this field shows the First Due Date from the payment schedule details.
Engagement	R		Lookup to the engagement that the sales invoice relates to.
Generate Adjustment Journal			Indicates that you want to generate a currency adjustment journal automatically when you post this invoice in a multi-currency environment. When selected, the currency adjustment journal is generated automatically. If you clear this checkbox, a currency adjustment journal is not generated automatically. In the second case, you can use the Currency Revaluation feature to recalculate values based on the appropriate exchange rates.
Grouping Key	R		For internal use only. Combination of field values used to group the invoice for consolidation.
Intercompany Transfer			Lookup to the related intercompany transfer record, if applicable. Used to support the reporting of intercompany billing transactions. These reports can help you when you need to create manual elimination journals.
Invoice Currency	*		Currency in which monetary values are expressed on this invoice. The default is the FinancialForce account trading currency set on the account (or the source object currency if the invoice was created from a source object, such as from an opportunity or from a custom object). If an account trading currency is not set on the account, the Salesforce account currency is used instead. Must be an accounting currency The currency in which your company does business. A company can have more than one accounting currency. owned by the current company The company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned.. You can change the currency up until the time that you add your first invoice line item.
Invoice Date	*		Date that will appear on the invoice. This will default to the date the invoice was created. If a recurring invoice schedule Used to create sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. is applied, the start date on the schedule overrides this date.
Invoice Description		E	Description of the invoice that you want to appear at the bottom of the printed document. If you used an opportunity to create this invoice, or specified one during creation, the opportunity description is automatically copied to this field, if one exists.
Invoice Email	R		Email address to which the invoice will be sent when you press the Email PDF button.
Invoice Group	R		System-generated grouping reference An auto-numbering object for internal use only. You cannot edit, clone, or delete a grouping reference or its constituent invoices or journals. used to group invoices that form part of a recurring set.
Invoice Rate			The exchange rate used on this document for invoice to home currency.
Invoice Status	R		Current status of the invoice.
Invoice Total	R		Total invoice value, including the tax. Note: If you are withholding tax, this is not included in Invoice Total.
Invoice Type	R		Specifies the invoice type: Standard Consolidated This field is automatically populated as Standard when invoices are created. Updated to Consolidated by the consolidation process.
Line Count	R		For internal use only. A roll-up summary field for counting sales invoice lines.
Match Type	R		This field is set to "Credited" if the sales invoice has been fully matched to a sales credit note.
Net Total	R		Total value of items on the sales invoice, before tax.
Opportunity	R		Name of the opportunity Information on a specific sale or pending deal that you want to track. Opportunity is a standard Salesforce object. from which you have retrieved details, or a Convert link, or blank. If you see the name of an opportunity, click on it to view the opportunity details. If you see a Convert link, click on it to display the opportunity convert page.
Period	*		Accounting period in which this document falls. Calculated from the document date, or by default the period that contains the date of input, but you can amend it by selecting a new period. If you enter a document date for a year that does not exist in your organization, then the period is set to blank. You can only save a document or post a transaction to an open period.
Print Status			Indicates whether or not this invoice has been printed. The print status is editable if Allow Modification of Print Status in the Accounting Settings (FF) custom setting is enabled.
Rounded Invoice Total			If invoice currency is CHF, displays the invoice total rounded to 0.05.
Shipping Address			Address to which the products will be sent.
Shipping Method			Method of delivery to the customer. You can update the entries in this custom picklist.
Tax Code/ Tax Code (2-3)		S	The default sales tax codes for this invoice. These default codes are applied to each line item. If the account's tax status is "Exempt", a tax rate of 0.00% is used on all lines.
Tax Total	R		Total value of tax on this sales invoice.
Transaction	R		When the invoice has been posted, displays the related transaction number.
Trigger Posting			The method of trigger-posting a document when its header is updated using a trigger. We recommend using the Synchronous method unless you want to post a large document containing many lines, which requires Asynchronous posting. You can specify a trigger-posting method only after you have added lines to your document. Do not populate this field if the document that you want to trigger-post has no lines. You can only use this field if you have enabled the Trigger Posting of Documents feature in the Feature Console.
Trigger Posting Error	R		Contains any errors that occurred while trigger-posting a document. You can use this field only if you have enabled the Trigger Posting of Documents feature in the Feature Console.
Withholding Net Total			[Hidden Field] Total net value of product lines on the sales invoice, used to withhold tax.
Withholding Tax			Lookup to the tax code used to withhold tax.
Withholding Total			[Hidden Field] Total gross value of product lines on the sales invoice, used to withhold tax.
Withholding Rate			The amount of Withholding Tax as a percentage. If you select a tax code in the Withholding Tax field, this field populates automatically when you click Save.

The following field may have been installed as part of the optional FinancialForce OneTouch package:

Field	Description
Approved	Indicates this document is ready and approved for posting.

The following fields may have been added to the page layout for use in Extended Edition. They are only relevant if your organization is configured to use an external system for the calculation of tax. Both fields are read-only.

Field	Description
External Tax Document Code	A unique code that identifies the document in the external tax calculation system.
External Tax Status	The status of the external tax calculation: Not Calculated, Calculated (tax has been calculated but the document is still "In Progress"), or Finalized (the document has been posted and the tax value has been committed in the external tax calculation system).

Electronic Invoicing

These fields are relevant if the sales invoice has been sent to the customer as an electronic invoice. For more information, see Sending Sales Invoices as Electronic Invoices.

Field	Description
E-Invoice Delivery Status	Indicates the stage that the electronic invoice has reached in its sending journey: Queued, Sending, Delivered. When this status is Failed, the reason for failure is shown in the E-Invoice Delivery Error field.
E-Invoice Delivery Error	Error message relating to a "Failed" delivery. This might be a message from FinancialForce or from your electronic invoicing provider.
E-Invoice External Unique Identifier	A number generated by Storecove to uniquely identify the electronic invoice in the Storecove system.
E-Invoice Unique Identifier	A number generated by FinancialForce to uniquely identify the electronic invoice to the integration, used to distinguish between retries and duplicated invoices.

Printed Text

Each invoice can have up to five items of extra information in the form of predefined or free-format text. Each item of predefined text is set up as a text definition A predefined, reusable snippet of text that can be included on an invoice or credit note.. See What is a Text Definition? for more information.

Field	Description
Printed Text 1-5 Text Definition Name	Name of the text definition A predefined, reusable snippet of text that can be included on an invoice or credit note. for this printed text position.
Printed Text 1-5 Heading/Text	The heading and body text values that will be included on the printed document.

Once saved, a record of the actual text printed on the invoice is retained for possible future use.

Payment Schedule

Key: Cl – Classic Edition The view of the application that you see when you first install the base managed package. only

Field		Description
First Due Date		Date the first payment is due.
Interval		Sets the interval for payments. The options are: Daily, Weekly, Monthly, Quarterly and Yearly.
Number of Payments		Sets the number of payments for the schedule.
Payment Schedule	Cl	Defines whether a payment schedule will be set up for the sales invoice. "None" indicates a single due date.

Payment Schedule Lines

Field	Description
Due Date	Date the payment is due. Calculated using the payment schedule details.
Amount	Amount due for this payment. Upon calculating the payment schedule, if the invoice total cannot be divided equally by the number of payments, the remainder is applied to the final installment. The total value of all payments must equal the invoice total.

Recurring Invoice Schedule

Key: X – May be hidden until "Quantity Schedule" or "Revenue Schedule" selected; Cl – Classic Edition The view of the application that you see when you first install the base managed package. only

Field			Description
Installment Interval	Cl	X	Sets the interval for recurring invoice installments. The option are: Daily, Weekly, Monthly, Quarterly and Yearly.
Number of Installments	Cl	X	Number of installments in the schedule.
Schedule Type	Cl	X	Defines whether the product revenue or quantity will be divided into multiple installments or repeated for multiple installments.
Start Date	Cl	X	Sets the invoice date on the first invoice in the series. The invoice date for subsequent invoices will be set according to the schedule frequency.
Type	Cl		Type of schedule to apply for a recurring invoice A special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products., or "None" for a single invoice.

Matched Payments

This section lists other documents involved in matches with the current document. It is blank if the current document has not been matched. If you are working in Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured., this panel is only available on sales invoices and sales credit notes.

When working in Extended Edition note that:

• The Matched Payments grid is a fixed height but scroll bars are enabled if required. Alternatively you can adjust the height on the page layout.
• If you click a document number or transaction number in the grid, the target document opens in a new browser tab (in Classic Edition The view of the application that you see when you first install the base managed package. the target document opens in the current browser tab).

If you cannot see this panel in Extended Edition, ask your System Administrator to add the panel's Visualforce Page component into a new Section on the extended page layout. The name of the Visualforce Page component for the sales invoice page layout is ‘invoicematchingpayments', and for the sales credit note page layout is 'creditnotematchingpayments'.

Payment Details

Payment information is displayed once the document has been posted.

Key:  All fields are read-only.

Field	Description
Outstanding Value	Amount still owed on this document in document currency.
Payment Status	Is this document unpaid, part-paid, or paid in full?

FinancialForce Services Resource Planning (SRP)

If SRP is installed in your org, additional fields are available on the Sales Invoice and Sales Invoice Line Item objects. For more information, see Sales Invoice Fields.

Revenue Management

If the Enable Revenue Recognition for FFA feature is enabled in Feature Console, Revenue Management adds fields to the Sales Invoice and Sales Invoice Line Item objects. For a list of the fields that are added, see Metadata Changes when Enabling Revenue Recognition for Accounting.

Sales Invoice Line Items

Each invoice line begins with a line number to act as a unique reference.

Key: R – Read-only;  * – Mandatory field;   S – Sales and Use Tax mode only; V – Value Added Tax/Goods and Services Tax modes only; C - Combined Tax mode only; H – Hidden until enabled by a custom setting (Accounting); D – Overrides prevail over derived values

Field			Description
Calculate Tax Value 1/2/3 from Rate			Calculates the relevant tax value from the associated tax rate. To use the automatic tax value calculation, ensure that the associated tax value field does not contain any value.
Combined Tax Code		C	Combined tax code to use, along with the invoice date, to derive the tax rate for this sales invoice line. This will default from the account, product or company if appropriate. Upon saving the line item, the Tax 1 and Tax 2 fields (Code, Rate, Value) are populated according to the tax model specified on the combined tax code. See What is Combined Tax? for more information.
Currency Decimal Places			The number of decimal places used by the invoice currency. Permitted values are 0 and 2. The default is 2.
Derive Line Number		D	Indicates that you want to derive the line number on save. This is the highest existing line number +1. If deselected, the value in the Line Number field is used.
Derive Tax Rate 1/2/3 from Code		D	Indicates that you want to derive the relevant tax rate from the associated tax code. This checkbox is ignored when using combined tax.
Derive Unit Price from Product		D	Indicates that you want to derive the unit price from the selected product.
Destination Company			The destination company Company that receives the costs during an intercompany transaction. if this is an intercompany line.
Destination Net Value	R		Destination Quantity x Destination Unit Price.
Destination Quantity			The quantity that is passed to the destination company if this is an intercompany line.
Destination Unit Price			The unit price that is passed to the destination company if this is an intercompany line.
Dimension (1–4)		E	Names of the analysis dimensions Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. by which you want to analyze this sales invoice line item. In Classic Edition, any custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. at line level are displayed immediately below the Dimension analysis fields.
Exclude from Withholding			Indicates that the product line item is excluded from the Withholding Tax calculation.
GLA Code			The GLA code, for information or reporting purposes.
Intercompany Transfer			Lookup to the related intercompany transfer record, if applicable.
Invoice Number	R		Master-Detail (Sales Invoice)
Line Description		E	Description of the sales invoice line item that you want to appear on the printed document.
Net Value	R		This is calculated as Quantity multiplied by Unit Price.
Original Invoice	R		A lookup to the sales invoice that the line item was originally assigned to. This is only displayed for consolidated invoices in Lightning.
Override Product GLA		H	Alternate general ledger account to override the default (taken from the related product).
Override Product Local GLA			Alternate local general ledger account to override the default (taken from the related product).
Product Code	R		Internal code used to identify the product.
Product Name	*		Name of the product. The selected product must have a sales revenue account assigned to it.
Quantity	*		Quantity of product sold, to six decimal places.
Set Tax Code 1/2/3 to Default			Sets tax code to the default defined by the tax mode. See About Tax for more information about the effect of tax modes. This checkbox is ignored when using combined tax.
Tax Code		VD	Tax code to use, along with the invoice date, to derive the tax rate for this sales invoice line.
Tax Code (1-2)		C	The child tax codes derived from the Combined Tax Code. You can select different tax codes for this sales invoice line but the parent tax code will not be affected.
Tax Code/ Tax Code (2-3)		S	The default sales tax codes and rates for this sales invoice line item. A read-only tax value is calculated for each tax code.
Tax Rate		SD	Composite tax rate (sum of the three tax rates used) for this sales invoice line.
Tax Value		S	Total value of tax relating to this sales invoice line, to zero or two decimal places. The number of decimal places is determined by the ISO currency code. If the Allow Override of SUT Tax Values custom setting is enabled, you will be able to modify the tax value on a selected sales invoice line. See Accounting Settings for more information.
Tax Value	*	VD	Total value of tax relating to this sales invoice line, to zero or two decimal places. The number of decimal places is determined by the ISO currency code. If you want to use the automatic value tax calculation, ensure that this field does not contain any value.
Tax Value (1-2)		C	The tax value for a child tax code when using combined tax. If you manually edit the tax value, then subsequently change the child tax code, the tax value is only recalculated if Calculate Tax Value from Rate is selected.
Unit Price	*		Unit price of this product, to nine decimal places.

Field Sets

Three managed field sets are available for the Sales Invoice Line Item object. They are used in:

• Lightning Experience, in the FFA Sales Invoice Lines Panel Lightning component. By default, the component is added to the Lightning record page named Sales Invoice Lightning Page. For more information, see Activating and Configuring Lightning Record Pages for Documents.
• Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured.. For more information, see Setting up Extended Edition for Sales Invoices and Sales Credit Notes.

The field set determines which columns are displayed in the line item grid of a sales invoice. The tax mode of the sales invoice's company determines which field set is used. See the table below for more information:

Fields Sets on the Sales Invoice Line Item Object

Field Set	Description
Manage Lines (Combined Tax)	Used when the tax mode of the sales invoice's company is "Combined".
Manage Lines (SUT)	Used when the tax mode of the sales invoice's company is "SUT".
Manage Lines (VAT/GST)	Used when the tax mode of the sales invoice's company is "VAT" or "GST".

Income Schedule

Key: R – Read-only;  * – Mandatory field

Field		Description
Calculate Income Schedules		Indicates that you want to calculate income schedules on save.
Group	R	System-generated integer used to group together related income schedule journals.
Income Schedule	*	Name of the income schedule definition to apply.
Number of Journals	*	Number of journals used to recognize revenue across periods. Must be a positive integer. For example, if your periods are monthly, and you want to post quarterly maintenance income journals, change this value to 4.
Period Interval	*	Interval (in periods) between journal postings. Must be a positive integer. In the quarterly maintenance income schedule example, you would change this value to 3.
Schedule Net Total	R	Total net value. This value will be highlighted in red if the journal amounts do not balance.
Start Date	*	Sets the journal date for the first journal in this schedule. The default is the invoice date. Subsequent journals are created with journal dates on the first day of the remaining accounting periods in the schedule.
Use Part Periods		Indicates whether you want to use part periods at the beginning and end of this schedule.
Use Product Information		Indicates that you want to use the scheduling (revenue recognition) information on the associated product.

Tax Summary

In Classic Edition The view of the application that you see when you first install the base managed package., one tax summary line is displayed for each tax code entered on the invoice. If the invoice contains lines to which no tax code has been assigned, a line labeled <blank> summarizes the net value of these untaxed items.

Key: R – Read-only; V – Value Added Tax/Goods and Services Tax modes only

Field			Description
Tax Code	R		Tax code being summarized, or <blank>.
Tax Rate	R	V	Tax rate for this tax code.
Net Value	R		Total value of items posted to this tax code, before tax.
Tax Value	R		Total value of tax posted to this tax code.

Buttons

The following buttons may display. The availability or validity of these buttons varies according to many factors, including org configuration. Your administrator may need to add some of these custom buttons to your page layout.

Key: V – Visibility in Classic Edition The view of the application that you see when you first install the base managed package. controlled by custom settings. Ex – Extended Edition only. L- Lightning only,

Button		Description
Amend Document		Prepares a limited set of fields for editing on a "Complete" document. If you are working in Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. these are limited to those at header level.
Amend Line	Ex	Prepares a limited set of fields for editing on a "Complete" document. The editable fields are the line description and, subject to custom settings, the analysis dimensions on the line. See Editing Sales Invoices for more details on amending posted documents.
Background Post		Runs the Background Posting Scheduler (BPS) now. Your administrator will have configured the BPS to run at regular intervals but if you do not want to wait for the next scheduled job, click this button to run it straight away. Any sales invoices with the status "Ready to Post", in the companies that you are currently logged into, will be posted in the background. If you are the administrator, any sales invoices with the status "Ready to Post" in all companies will be posted in the background. See About the Background Posting Scheduler for more information about the BPS.
Calculate Payment Schedule	Ex	Generates payment schedule lines based on the information provided in the Payment Schedule section.
Calculate Tax	V, L	Invokes the external tax calculation system to calculate the tax due for this document. This button is only available if your organization is enabled for external tax calculation and you have saved the document. The calculated value replaces any value previously held in the Tax Value field. Any values previously held in the Tax Value 2 and Tax Value 3 fields are cleared. The tax code for the calculated value is the code that was created to hold summarized tax values calculated by the external system. In Classic Edition, this button only becomes available once you have clicked the Edit button. You can calculate tax for multiple documents using the Calculate Tax button in the document's list view but note that processing then takes place in the background so tax values might not be calculated immediately. The Edit and Calculate Tax buttons are also available on the Sales Invoice's Lightning page.
Cancel		Cancels the current session without saving.
Classic Edit	Ex	Switches to Classic Edition in Edit mode.
Classic View	Ex	Switches to Classic Edition in View mode.
Convert to Credit Note	V, L	Creates the template for a credit note, using the details on the posted invoice. This button is also available on the Sales Invoice's Lightning page.
Discard		Discards the "In Progress" document. Sets the document's status to "Discarded". This button is also available on the Sales Invoice's Lightning page. This button is not available on consolidated sales invoices.
Duplicate	L	Duplicates an existing sales invoice and creates a new sales invoice. This button is available on the Sales Invoice's Lightning page. This button is not available on consolidated sales invoices.
Edit	V, L	Prepares the "In Progress" document for editing. This button is also available on the Sales Invoice's Lightning page.
Email PDF	V, L	Sends a copy of the posted document, as a PDF attachment, to the email address specified in the Invoice Email field on the account, and also to the current user. If no invoice email address is specified on the account, the request will fail. This button is also available on the Sales Invoice's Lightning page.
Generate QR Code	L	Generates a QR code that is located in the top right corner of the document. Note: The following requirements must be met: Company type must be VAT. Document currency is CHF or EUR. Tax country code must be CHF.
Manage Lines	Ex	Displays the Manage Lines grid.
Post		Posts the "In Progress" documents and creates transactions. The resulting documents are "Complete". For sales invoices with income schedules, this also creates and posts a series of income schedule journals.  If tax values are being calculated by AvaTax, the sales invoice's tax value is calculated (regardless of whether or not you have already clicked Calculate Tax) then the invoice's status changes to "Ready to Post" and it is batched up for posting by a scheduled job.
Preview / View PDF	V	Opens a new browser window with the contents of the posted document in a print-ready format. No event is logged. If the sales invoice's status is "In Progress" only the View PDF button is available and the word DRAFT is shown as a watermark on the PDF.
Print / Print PDF	V	Opens a new browser window with the contents of the posted document in a print-ready format. A print event is logged.
View / Print PDF	L	Click the View / Print PDF button for a "In Progress" sales invoice opens the PDF in a new browser window with a DRAFT watermark. Click the View / Print PDF button for a "Complete" sales invoice opens a new browser window with the contents of the posted document in a print-ready format.
Save		Saves the record and returns you to the detail page. Sets the record's status to "In Progress".
Save & New		Saves the record and gives you the chance to add another.
Save & Post		Saves the document, posts the "In Progress" document and creates a transaction. Sets the document's status to "Complete". (Available in Classic Edition The view of the application that you see when you first install the base managed package. only.)
Send E-Invoice	L	Sends the sales invoice in a structured data format that can be processed automatically in the customer's system. For more information, see Sending Sales Invoices as Electronic Invoices.
Undo Consolidation	L	Undo sales invoice consolidation. Sales invoice line items are reassigned to their original sales invoices and the invoice statuses are updated to "In Progress". The consolidation invoice status is updated to "Discarded". Only available on consolidated sales invoices in Lightning,

The following buttons may also be available in Classic Edition The view of the application that you see when you first install the base managed package.:

Button	Description
Change Currency	Helps you choose an appropriate currency.
Apply	Applies the selected currency to this session.
Cancel	Cancels the change of currency.

The following buttons may be available in the Invoice Line Items section in Classic Edition The view of the application that you see when you first install the base managed package.:

Button	Description
New Line	Adds a new line with a default quantity of 1.00.
	Removes the current line.
	Shows the Income Schedule page for this line item.

The following buttons may be available in the Payment Schedule section in Classic Edition The view of the application that you see when you first install the base managed package.:

Button	Description
Calculate	Generates the payment schedule with due dates and amounts according to the scheduling information and the invoice total.

This button is called Generate Payment Schedule in Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured..

The following buttons may be available in the Income Schedule section in Classic Edition The view of the application that you see when you first install the base managed package.:

Button	Description
Recalculate	Recalculates the income schedule grid after a change to the schedule criteria.

The following expander icons may be available on some fields:

Button	Description
	Displays an expander panel Panels that are initially hidden when the page is loaded. They allow you to enter, and subsequently view, additional attributes of the related field or line item, such as further analysis or a line description. that is hidden and closes any other panels that are open. Blue indicates existing content.
	Hides the selected panel.
	Indicates an error on the related expander panel. If hidden, click to show the item in error.