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 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

  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 the tools FieldFX has there instead.

  3. Send the invoice to the customer for payment.

  4. Apply payments to the invoice.

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