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Customer experience | Sales, Customer Insights,...
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creating Invoices with custom workflow

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Posted on by 1,695

CRM v9 On Premises

I've written a custom workflow (vb.net) that creates a monthly invoice for all our customers for various services used. The invoice are getting generated and the invoice details / quantities are present and correct, but on the invoice view all invoices displaying 0 value.

If I open one of the invoices and close it without making any changes, it updates the total amount and this is then displayed in the invoice view. With the generation of over 500 invoices in one day, I need to find a solution that will update the invoice view without manually opening and closing each invoice.

Open to all suggestions

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: creating Invoices with custom workflow

    Hi Pete_N,

    I am interested to know what change occurs on the form load.

    Did you find anything in the audit history?

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