Criteria
Committed Book with One Time or Recurring Charge Type
Lease Revenue with One Time Charge Type
Home Water creates a Salesforce Invoice from a Salesforce Order and charges the customer the full amount using a credit card.
Salesforce Invoice Line Views
Use Salesforce Invoice Line view to create GoldFinch Invoices to record revenue without deducting inventory again.
Non Lease w/o GL Entry
When Account Posting Group = Committed Book
Charge Type = One Time and Invoice Payment Status = Paid, OR
Charge Type = Recurring and Invoice Status = Posted
Order Record Type != blank
When Account Posting Group = Lease Revenue:
Charge Type = One Time
Order Record Type contains Upfront
Invoice Payment Status = Paid
Posted = false
...