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Create Invoice Via Workflow/Formula Help

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  • Create Invoice Via Workflow/Formula Help

    Hello Friends!

    Im stuck on a project right now with invoices. So I need to create a invoice automatically based on static data however the only thing I can't figure out is how to create with the price being based on certain currency field in the accounts entity. So the invoice entity requires the creation of a record in 2 different entities. The invoice and the invoice items. I can create a invoice in workflow easily but not the with custom pricing. Anyone have a formula example of creating both the invoice and the invoice items successfully to make up the one invoice record?

  • #2
    Can you explain more, what do you mean ( I can't figure out is how to create with the price being based on certain currency field in the accounts entity). Do you mean that the invoice needs to be created based on the currency of a field on the account ?

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