Salesforce: Status update on Invoice record


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    Rocky Dohmen

    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. 


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