Salesforce Billing documentation states:
Posted Invoices cannot be edited, deleted, or reverted to draft.
Corrections must be performed through Cancel & Rebill.
Correct process:
Cancel & Rebill the posted invoice
The system automatically creates:
A Credit Memo for the incorrect invoice
A New Debit Invoice (unposted)
Admin corrects the Order / Order Product
Generate & post a new corrected invoice
Why the other options are incorrectOption
Issue
B. Change Posted → Draft
Impossible. Posted invoices cannot revert to draft.
C. Delete Invoice
Posted invoices cannot be deleted.
D. Credit the invoice manually
Does not follow the required cancel–re bill flow; also would not automatically issue corrected invoice.
Therefore A is the only Salesforce-compliant corrective action.
Submit