Invoice Workflows

Introduction

An invoice workflow tracks the status of invoices.

An invoice workflow features the following components:

Component Description Example

Status

Possible invoice status

Paid

Status Workflow

Transition between invoice statuses

EnteredPaid

You can have more than one flow to track different types of invoices.

Salesforce calls different types of the same object Record Types.

Prerequisites

To use invoice workflows, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

How it Works

  • The Status field displays an invoice’s status.

    FieldFX Back Office Workflow section with Status field highlighted
    Figure 1. In this Workflow example in Salesforce Classic, the Status field is highlighted and shows the record is in Entered status
  • To change the status, click the workflow button for the next status.

    FieldFX Back Office Workflow section with Status buttons highlighted
    Figure 2. In this Workflow example in Salesforce Classic, the Invoice Workflow buttons for the record are highlighted

Validation Rules

Validation rules run when you change the status of an invoice:

  • If the invoice passes validation, it transitions to the new status

  • If the invoice doesn’t pass validation, you can’t change the status until you enter valid data.

  • The invoice may now display read-only.