FX Invoicing Module Setup :: FieldFX Documentation

Prerequisites

To setup the FX Invoicing Module, you need to:

Have these permissions	Complete these tasks and review these topics before continuing
System Administrator permissions for Salesforce	Set up the FX E-Ticketing module

Have these permissions

Complete these tasks
and review these topics
before continuing

System Administrator permissions for Salesforce

Set up the FX E-Ticketing module

Set Up Features

The Invoice Item Builder has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item

Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items from a Price Book

Set up invoice workflows
Set up credit memo workflows

The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

FX Invoicing Module Setup

Prerequisites

Set Up Features

Set Up Permissions & Licenses

Recommended Reading