Invoices

Introduction

An invoice is an itemized bill of the goods and services provided to a customer.

When you add an invoice, you can:

We added a new text field to the FX5__Invoice_item__c Object with these parameters:

  • Text(50)

  • Unique

  • ExternalID

A post install script that sets the UID__c value on the Invoice_item__c object for those running invoice integrations. This script updates the last modified date on the invoice item.

Prerequisites

To use invoices, you need to:

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

Step-by-Step Guides

Add an Invoice

  1. Access FieldFX Back Office.

  2. Open the Invoices tab.

  3. Click New.

  4. Enter details.

    A user can create an invoice for the date range after the previous invoice date and the current date. A message appears informing you that billable transactions are available after the creation date of the invoice and before the end billing date of the invoice.

  5. Click Save.

  6. Add invoice items.

Complete an Invoice

In the Lightning Experience, you can still bulk edit existing Invoice Items even when the invoice’s Price Book is expired. This lets you correct or update items on older invoices.

However, Lightning does not allow you to add or copy new invoice items from an expired Price Book. When a Price Book is expired, actions that add or copy items from that Price Book are disabled or read-only.

  1. Add an invoice.

  2. Use the Invoice Item Builder to add ticket items and/or price book items to the invoice.

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

    FieldFX now uses a Lightning‑based, ticket‑driven invoicing model. Billable items are added to tickets as ticket items, which are linked to price book items. Invoices are then created from those tickets, using the ticket items as the source of invoice line items.

    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

    Price Book Builder

    Quote Item Builder

    Ticket Item Builder

  3. Send the invoice to the customer for payment.

  4. Apply payments to the invoice.

Edit Invoice Items When Price Books Are Expired (Lightning)

When you work with invoices in the Lightning Experience, FieldFX enforces special rules for invoices that reference an expired Price Book.

  • You can still edit existing Invoice Items on an invoice whose parent Price Book is expired

  • In the Bulk Edit – Invoice Item tool in Lightning, Invoice Items that reference an expired Price Book remain editable in the grid

  • To preserve control over expired pricing, Lightning controls that depend on the active Price Book, such as actions that add or copy items from the Price Book, are disabled or read-only when the Price Book is expired

This behavior is consistent with manual Invoice Item editing. Users can correct existing Invoice Items, but they cannot add or copy new items that rely on an expired Price Book.

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