CriteriaCriteria
The Home Water routine will create a Salesforce Invoice and use a credit card to charge the customer the full amount to the customerusing 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 blankGF invoice Line on Invoice Line is not blank
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Populate GoldFinch Invoice on the Salesforce Invoice Header and GoldFinch Sales Invoice Line on Salesfore Invoice Line.
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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