Page Comparison

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url_flow(?optional_parameters)

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How to Use Billing Run Initiator

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with a Custom Invoice URL Button

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You will see how to trigger invoice generation for a Pre-Invoice record using a button.

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1. Fill in the following details for the custom button:

   • Label - Billing Run Test

   • Name - Billing_Run_Test

   • Display Type - Detail Page Button

   • Behaviour - Display in new window

   • Content Source - URL

2. In the text area below, enter the following URL:

   Code Block
   bashCopy code

   /flow/ADvendio/Billing_Run_Test_Flow?recordId={!ADvendio__Invoice__c.Id}

   • /flow/ADvendio/Billing_Run_Test_Flow is the URL of the flow, which can be found in the flow details. To find these details, go to the list of flows, open the action menu of the flow, and select "View Details and Versions."

   • ?recordId={!ADvendio__Invoice__c.Id} is the ID of the pre-invoice that will be invoiced , and used as a parameter of the flow.

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Run Invoice Generation from an ADvendio Invoice record

Open a Here are step-by-step instructions for using the Billing Run Initiator via a Custom Invoice URL Button:

1. Navigate to the Pre-Invoice record

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1. in your system's menu.

2. On the Pre-Invoice record, you should see the invoice status listed as "Created."

3. At the top right corner of the Pre-Invoice record, click the "Billing Run Test" custom button that you added earlier.

4. After clicking the button, wait for an option that says "Return to the Pre-Invoice" and click on it.

5. The system will ask you whether you want to start the Billing Run. Press "Yes" to confirm.

6. Wait for the process to complete. You should see a message indicating that it's Done.

7. Now, press the option Return to the Pre-Invoice record, you should see that the invoice status has changed to "Invoiced."

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