Generating Invoices in Flows

Available in version 2.146 and up

The Generate Invoice flow action allows you to create invoices based on various parameters directly within Salesforce flows. Below is a detailed guide on how to implement this feature, divided by invoice type.

General Requirements

For every invoice type, the following fields are required:

• Invoice Date: The date of the invoice.
• Project ID: The ID of the project associated with the invoice.
• Invoice Type: The type of the invoice. Valid Options are: fixedAmount, timeEntry, billEvents, expensesOnly, or blankInvoice
• AP Config Id: The Id of the Accounts Payable Configuration.
• Billing Config Id: The Id of the Billing Configuration.

Invoice Types and Required Fields

1. Fixed Amount

For invoices with a fixed amount, the following fields are required:

• Invoice Date: The date of the invoice.
• Invoice Amount: The total amount that should be invoiced.
• Include Expenses: Flag to indicate whether to include expenses in the invoice.

2. Time Entries/Billing Events

For invoices based on time entries or billing events, the following fields are required:

• Invoice Date: The date of the invoice.
• Start Date: The start date for the invoice period.
• End Date: The end date for the invoice period.
• Include Expenses: Flag to indicate whether to include expenses in the invoice.
• Include Billing Events: Flag to indicate whether to include uninvoiced billing events.

3. Expenses Only

For invoices based solely on expenses, the following fields are required:

• Invoice Date: The date of the invoice.
• Start Date: The start date for the invoice period.
• End Date: The end date for the invoice period.
• Include Expenses: Flag to indicate whether to include all uninvoiced expenses.

4. Billing Events Only

For invoices based solely on billing events, the following fields are required:

• Invoice Date: The date of the invoice.
• Start Date: The start date for the invoice period.
• End Date: The end date for the invoice period.

5. Blank Invoice

For creating a blank invoice, only the following field is required:

• Invoice Date: The date of the invoice.

Example Flow Setup

Follow these steps to set up a flow using the GenerateInvoice feature:

1. Create a New Flow:
   • Go to Salesforce and create a new flow.
2. Add a Screen Element:
   • Add a screen element to capture the required fields based on the invoice type you want to generate.
3. Add an Apex Action:
   • Add an Apex Action element and select Generate Invoice as the Apex method.
   • Map the input fields from your flow to the fields.
4. Set Up Parameters:
   • Ensure that all required fields for the chosen invoice type are provided.
   • For example, for a Fixed Amount invoice, make sure to pass Invoice Date, Invoice Amount, and Include Expenses.
5. Complete the Flow:
   • Add any additional elements to your flow as needed, such as email notifications or updates to related records.
6. Activate the Flow:
   • Once the flow is set up and tested, activate it to make it available for use.