Invoice
Please note that the only field that should contain a Salesforce ID is the originating record field. Additionally, this is the only field containing brackets, {}. All other fields will contain the API name of the field without brackets. The API name is easiest copied from the Salesforce Setup page, which shows all the fields on the originating object.
Field Name | Data Type | Description |
|---|---|---|
c__originating_record* | Salesforce Record Id | It should be a record ID. |
c__parent_account* | String | Hold the field API name as a text reference to the account |
c__txn_type* | Text | Holds the type of transaction, and the possible values are (subscription, invoice) |
As we know, we will choose the invoice lines manually when creating an invoice. But if you want to pre-populate invoice lines, you can achieve that by configuring the button and specifying the child object and the fields that the child object should use.
Please note that we do not use the object's API name; we use the Child Relationship Name. This is because sometimes you will have multiple lookup fields from the child to the parent record, and we don’t know which one to use. Thus, you must specify the child object by using the Child Relationship Name.
Field Name | Data Type | Description |
|---|---|---|
c__line_id* | String | Hold the field API name, which helps identify the Processor Price ID. |
c__line_quantity* | String | Hold the field API name, which helps identify the quantity of the products chosen. |
