Invoice Workflows :: FieldFX Documentation

Introduction

An invoice workflow tracks the status of invoices.

An invoice workflow features the following components:

Component Description Example

Component	Description	Example
Status	Possible invoice status	`Paid`
Status Workflow	Transition between invoice statuses	`Entered` → `Paid`

Status

Possible invoice status

Paid

Status Workflow

Transition between invoice statuses

Entered → Paid

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

Salesforce calls different types of the same object Record Types.

To use invoice workflows, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing FieldFX Invoicing	FX Invoicing minimum permissions	Set up the FX Invoicing module Set up invoice workflows

Have these permissions

Complete these tasks
and review these topics
before continuing

The Status field displays an invoice’s status.

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.

Figure 2. In this Workflow example in Salesforce Classic, the Invoice Workflow buttons for the record are highlighted

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.