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Criteria
The Home Water routine will create a Salesforce Invoice and charge the customer the full amount using a credit card.
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
Product Family on Salesforce Invoice Line != FRP
Order Record Type contains Upfront
When Account Posting Group = Lease Revenue, and with the following conditions:
Charge Type= One-Time and Payment Status = Paid
When Account Posting Group = Committed Book
Charge Type= One-Time and Payment Status = Paid, OR
Charge Type = Recurring and Invoice Status = Posted
GF Invoice on Invoice is not blank
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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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