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Key

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Criteria

  • Committed Book for both one time and recurring.

  • Lease Revenue for one time

The Home Water routine will create a Salesforce Invoice and charge the customer the full amount using a credit card.

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Look at the Account Posting Group setup and Sales Tax setup.

Results

  • 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 Revenue

  • No future recurring invoices.

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