7.6.15 Set up Invoicing through a Lightning Flow

Owned by Former user (Deleted)
Last updated: 2020-04-20
2 min read

Version 

2.125 and up

 

You can now address your invoicing through a Lightning Flow.

Setting up of the Process

  1. Navigate to Setup

  2. Expand the section Process Automation

  3. Click the link Flows

  4. Create a new screen flow

  5. Select the InvoiceWizardAura component Screen Component as part of your flow

 

For example, you can create a screen flow where users can filter by planned invoice date to call the invoice wizard directly on any page in your Salesforce setup

  • Create a screen where the user can enter the planned invoice start and end date and directly filter for

  • and map the input fields to the relevant fields in the InvoiceWizardAura Component

The following filters/fields only are available through a Lightning Flow:

  • set invoice Date

  • filter for Agency

  • filter for planned Invoice date

  • filter for Advertiser

  • filter for a Debtor

  • filter by Campaign Item start

  • filter by Campaign Item end

  • Media Campaign start

  • Media Campaign end

  • filter for Legal Entity