...
...
...
...
...
...
Use Salesforce Invoice Line view to create GoldFinch Invoices to record revenue. Do not deduct inventory again
For Order with Record Type = Tech Install/Self Install - Upfront Payments
What view should we use????
Are we double-counting the inventory and COGS???Product Family != FRP
Charge Type= One-Time
GF Invoice on Invoice is not blank
GF invoice Line on Invoice Line is not blank
Payment Status = Paid
Should use the Invoice Line to look for the invoice, then create a GoldFinch for all lines on the invoice.
Populate GoldFinch Invoice on header and GoldFinch Sales Invoice on Line
Look at Account Posting Group setup and Sales Tax setup.
The following process needs to be changed.
Home Water routine will create a Salesforce Invoice and use a credit card to charge the full amount to the customer.
On the Salesforce Invoice page, GoldFinch will add a button (and also an hourly scheduled routine) to create and post GoldFinch Sales Invoices:
DR Accounts Receivable
CR Revenuededuct inventory
No future recurring invoices.
...