Zumzum Financials Knowledge Base
How to create a Sales Invoice Plan on an Opportunity
Sales Invoice Plan Templates are associated to Products on a Salesforce Opportunity that require repeat Sales Invoices generated in the system. Each product will have a Sales Invoice Plan created and linked to it, for the number of Sales Invoices to be generated for that product line.
This article should describe how to create a Sales Invoice Plan Template from the Opportunity. Ensure you have already added a product to your opportunity. To create a Sales Invoice Plan, follow these steps:
- Find the Opportunity you wish to work with.
- When viewing the Opportunity go to the Product related list
- Select Edit or click the Opportunity Product Name and then select edit.
- Find and select the Create Sales Invoice Plan field
- Select Save (all products, with or without a Sales Invoice Plan Templates associated to them will be added to a Sales Invoice Plan)
- When viewing the Opportunity, scroll to the related list Sales Invoice Plan
Review and confirm you are satisfied with each Sales Invoice Plan.
How to remove a Sales Invoice Plan on an Opportunity
If for any reason you wish to remove the Sales Invoice Plan associated with a product, follow these steps:
- Find the Opportunity you wish to work with.
- When viewing the Opportunity go to the Product related list
- Select Edit or click the Opportunity Product Name and then select edit.
- Find and de select the Create Sales Invoice Plan field
- Select Save (the Sales Invoice Plan associated to this product will be deleted from the system)
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