Billing Test Class

Overview

Below is a sample test class for Accounting Seed's Billing object. This class can be used to test whether your code is working as expected:

@isTest
public class BillingExampleTest {

  @isTest
  public static void testCreateBilling() {

    // —— DATA PREPARATION ——
    // insert 1 Account
    Account acct = new Account(
      Name = 'Test Account');
    insert acct;

    // insert 6 billing formats
    AcctSeed__Billing_Format__c[] PDFformats = new List<AcctSeed__Billing_Format__c>();
    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Billing Product',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingProductPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Billing',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Billing Service',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Billing',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c (
        Name = 'Billing Outstanding Statement',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingOutstandingStatementPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__ReplyTo_Email__c = 'test@example.com',
        AcctSeed__Type__c = 'Outstanding Statement'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c (
        Name = 'Billing Activity Statement',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingActivityStatementPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__ReplyTo_Email__c = 'test@example.com',
        AcctSeed__Type__c = 'Activity Statement'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Purchase Order',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Purchase Order',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Packing Slip',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Packing Slip',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    insert PDFformats;

    // insert 2 cash flow GL Accounts
    AcctSeed__GL_Account__c [] glAccounts = new List<AcctSeed__GL_Account__c>();
    //#0
    glAccounts.add(
      new AcctSeed__GL_Account__c(
        Name = '1000-Cash',
        AcctSeed__Active__c = true,
        AcctSeed__Type__c = 'Balance Sheet',
        AcctSeed__Bank__c = true,
        AcctSeed__Sub_Type_1__c = 'Assets',
        AcctSeed__Sub_Type_2__c = 'Cash'
      )
    );

    //#1
    glAccounts.add(
      new AcctSeed__GL_Account__c(
        Name = '1205-Unapplied A/R',
        AcctSeed__Active__c = true,
        AcctSeed__Type__c = 'Balance Sheet',
        AcctSeed__Sub_Type_1__c = 'Assets',
        AcctSeed__Sub_Type_2__c = 'Cash'

      )
    );

    insert glAccounts;

    // insert 1 Ledger records
    AcctSeed__Ledger__c ledger = new AcctSeed__Ledger__c(
      Name = 'Actual',
      AcctSeed__Type__c = 'Transactional',
      AcctSeed__Default_Bank_Account__c = glAccounts[0].id,
      AcctSeed__Default_Billing_Format__c = PDFformats[0].Id,
      AcctSeed__Billing_Outstanding_Statement_Format__c = PDFformats[2].Id,
      AcctSeed__Billing_Activity_Statement_Format__c = PDFformats[3].Id,
      AcctSeed__Default_Purchase_Order_Format__c = PDFformats[4].Id,
      AcctSeed__Default_Packing_Slip_Format__c = PDFformats[5].Id);

    insert ledger;

    // insert 1 Accounting Period
    AcctSeed__Accounting_Period__c acctPeriod = new AcctSeed__Accounting_Period__c(
      Name = '2026-10',
      AcctSeed__Start_Date__c = Date.newinstance(2026, 10, 1),
      AcctSeed__End_Date__c = Date.newinstance(2026, 10, 31),
      AcctSeed__Status__c = 'Open');
    insert acctPeriod;

    // --- START HERE ---
    // Create BILLING RECORDS to post and unpost
    AcctSeed__Billing__c[] billings = new List <AcctSeed__Billing__c> ();

    billings.add(
      new AcctSeed__Billing__c(
        AcctSeed__Billing_Cycle_Start_Date__c = System.today(),
        AcctSeed__Billing_Cycle_End_Date__c = System.today() + 30,
        AcctSeed__Date__c = System.today(),
        AcctSeed__Customer__c = [Select Id From Account limit 1].Id,
        AcctSeed__Status__c = 'Approved',
        AcctSeed__Due_Date2__c = System.today() + 30,
        AcctSeed__Ledger__c = ledger.Id,
        AcctSeed__Billing_Format__c = PDFformats[0].Id,
        AcctSeed__Accounting_Period__c = [Select Id From AcctSeed__Accounting_Period__c limit 1].Id
      )
    );

    billings.add(
      new AcctSeed__Billing__c(
        AcctSeed__Billing_Cycle_Start_Date__c = System.today(),
        AcctSeed__Billing_Cycle_End_Date__c = System.today() + 30,
        AcctSeed__Date__c = System.today(),
        AcctSeed__Customer__c = [Select Id From Account limit 1].Id,
        AcctSeed__Status__c = 'Approved',
        AcctSeed__Due_Date2__c = System.today() + 30,
        AcctSeed__Ledger__c = ledger.Id,
        AcctSeed__Billing_Format__c = PDFformats[0].Id,
        AcctSeed__Accounting_Period__c = [Select Id From AcctSeed__Accounting_Period__c limit 1].Id
      )
    );

    insert billings;

    System.assertEquals(1, [Select count() FROM AcctSeed__Billing__c WHERE Id = :billings[0].Id]);

    // Create billing line records to post and unpost
    AcctSeed__Billing_Line__c[] bLines = new List <AcctSeed__Billing_Line__c> ();

    for (AcctSeed__Billing__c bill : billings) {
      AcctSeed__Billing_Line__c objBillingLine = new AcctSeed__Billing_Line__c();
      objBillingLine.AcctSeed__Billing__c = bill.id;
      objBillingLine.AcctSeed__Date__c = System.today();
      objBillingLine.AcctSeed__Rate__c = 25;
      objBillingLine.AcctSeed__Hours_Units__c = 1;
      objBillingLine.AcctSeed__Revenue_GL_Account__c = glAccounts[1].id;
      bLines.add(objBillingLine);

      objBillingLine = new AcctSeed__Billing_Line__c();
      objBillingLine.AcctSeed__Billing__c = bill.id;
      objBillingLine.AcctSeed__Date__c = System.today();
      objBillingLine.AcctSeed__Rate__c = 25;
      objBillingLine.AcctSeed__Hours_Units__c = 2;
      objBillingLine.AcctSeed__Revenue_GL_Account__c = glAccounts[1].id;
      bLines.add(objBillingLine);
    }

    insert bLines;
    System.assertEquals(1, [Select count() FROM AcctSeed__Billing_Line__c WHERE Id = :bLines[0].Id LIMIT 1]);

  }
}

See also the Billing API.