Overview

The purpose of the Autofy Invoice package is to enable Salesforce Orgs to easily pick-up the accounting process where the Opportunity object leaves off. Once an Opportunity is marked as Closed/Won, this typically means that a business has received the business from the Account and should then invoice them for the service/products that were sold.

In other words, Salesforce has completed its cycle for this record and the CRM has proplery done its job.

The Autofy Invoice object allows the org to track invoices and payments submitted to an Account and track when they are being paid. It enables companies to do more work in Salesforce without needing to switch over to an ERP for the invoicing process. 

For organizations and nonprofits who use QuickBooks as their accounting system, then Autofy can also seamlessly integrate with this package and synchronize the data between these two applications.

In our work over the years, we’ve seen and built dozens of invoicing objects for companies, so the Autofy Invoice package is a free contribution to the community built to be used over and over again instead of being built from scratch each time. 

Usage Instructions

The Autofy Invoice package consists of two main objects, with a couple of related lists and related objects.

Invoice
The invoice object is where a user can create the header of the invoice, attach it to an Account and optionally select an Opportunity to relate it to. Invoice Line Items represent the actual products that are being invoiced (similar to OpportunityLineItems).

Field Definition

Invoice Line Items

Payments
Invoices can have one or more related payments associated with them. Payments are made against an invoice and may be fully or partially paid with each payment recorded.

Screen Shots

Field Definition


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