Salesforce: Status update on Invoice record

Follow

Krishna Madolli

• February 09, 2021 10:25

Hi Team,

We want a similar function as it was for the Opportunity status update.

Can we update a field on Invoice based on Document status. (Ex. Once the document is sent, can we update Invoice status as "Sent")

0

• 

  Rocky Dohmen

  • February 09, 2021 14:45

  Hey Krishna,

  Yes, it is possible to set this up for Invoices; however, it is not an 'out of the box' setup like with Opportunity. You would need to use Salesforce's Process Builder. We have a write up for this in our Developer portal, the difference is you would need to open an Invoice record and then follow the steps to edit the layout. 

  Follow this link for the instructions. 

  Thanks!

  0

  Comment actions Permalink

Please sign in to leave a comment.