Reasons for the Difference in Total Invoice Time
There can be several reasons why the Total Invoice Time reflected on an invoice differs from the Time Worked shown in the TimeTracker (TT) details. Below are the most common scenarios:
1. Manual Edits to the Invoice
- While creating an invoice—or when using the Edit Invoice option—you might have manually updated the Total Billable Hours. In such cases, the invoice total will no longer match the actual TT details.
2. TT Details Edited After Invoice Creation
- If a user updates the Start Time or End Time of the Time Details (TT Details) after the invoice has already been created, the Time Worked in TT details will change.
- However, the invoice total time does not automatically refresh based on these updates. As a result, the invoice may show a different total compared to the updated TT details.
How to Prevent These Differences
- To ensure consistency between TT details and the invoiced time, you can implement validation rules in your Salesforce org. These rules will prevent users from modifying TT details after specific stages of the invoicing process.
Recommended Validation Rules
1. Prevent Editing Time Details After Approval
Once TT details are approved, users should not be allowed to modify Start Time, End Time, or any other fields that impact Time Worked.
2. Prevent Editing Time Details After Invoice Numbers Are Generated
If the TT Invoice Header and Invoice Line Number have already been generated, the associated TT details must remain locked.
This ensures that invoice totals are always aligned with approved and finalized TT entries.
3. Prevent Editing Time Details After Invoice Is Sent to the Customer
Once an invoice is sent to the customer, the invoice record gets updated with the Sent On date/time.
After this stage, users should not be allowed to modify any related TT details. This protects the integrity of data already shared with the customer.