---
title: Generating Invoices in Flows
description: "***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. ##…"
url: "https://arrowpsa.com/docs/generating-invoices-in-flows/"
updated: "2024-06-14"
category: "Configuring Arrow PSA / Configure Invoicing & Billing"
---

# 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.