Automatic invoice creation in a process

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Posted on by TomSmelser

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Hello,

I am trying to create a process to generate invoices automatically. I understand how to create a record in a process to create the invoice. But this does not allow creation of the line items (products) associated with the invoice. Can someone point me in the right direction to handle this ?

Thank you.

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Aiden Kaskela 19,696 on at

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Hi Tom,

Unfortunately, I think you're going to be stuck writing a custom plugin to handle this. If you're starting with an Order you would only need to call with a ConvertSalesOrderToInvoiceRequest, but if you are starting from scratch it would be a little more work.

Good luck, and let me know if you need any help setting up a plugin. If this was helpful, I'd appreciate if you would mark this as the verified answer.

Thanks,

Aiden

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