7.6.15 Set up Invoicing through a Lightning Flow

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

Open

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

Open

• 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