Partial Line Items

excluding specific lines / records from the child object it is possible to pass only a subset of the child records as line items on the invoice you may need to pass only a subset of child object records to the invoice, with other lines ignored breadwinner achieves this by allowing you to specify a checkbox field if you specify this checkbox field, only checked records will be passed to the invoice, and unchecked records will not be passed this checkbox field can either be a formula field of type checkbox, or a regular checkbox (which can be populated manually or via apex / workflow) if you want to pass unchecked records and exclude checked records, then just create a second checkbox that is the reverse of the first one, and pass the second checkbox to breadwinner please note that breadwinner allows multiple custom url buttons on a single object so you might have 2, 3, or many more buttons to choose from and, you might have multiple checkbox fields that are used with different buttons an example real world scenario a typical scenario for this would be with recurring services combined with one off services on an opportunity or custom object in this scenario, the first invoice to the customer would have all child records billed (including the one off professional services) and additional invoices would only have the recurring records billed (such as a monthly subscription) to achieve this example, the first custom url button would not specify partial line items, and thus all child records would be on the invoice a second custom url button would specify the checkbox field when the first invoice was created (which includes all line items) a button that does not use the partial line item query string would be used then, for additional invoices, a second button that does use the partial line item query string would be used the query string is below button url \&child object partial invoice=partial invoice field c specifying bills and purchase orders you can create bills and purchase orders as well as invoice button url /apex/breadwinner qbo newbillpo ?originating record={!salesforce record id} \&parent account=api field name c \&invoice date=bill date api field c \&invoice location field=api field c \&invoice memo field=memo api field c \&child relationship name=child name r \&child object inventory name=name field c\&child object description=description c \&child object quantity=quantity field \&child object unit price=unit price field c \&child object class=class field c \&expense type=bill \&itemmapping preference=items above we specify “\&expense type=bill” , but you may also specify “po" in qbo there are two types of line items those are account and item based line items at present, you can map line items with either one of them at a time item based line items you can replace \&itemmapping preference = items account based line items you can replace \&itemmapping preference = accounts and \&child object inventory name is not required