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Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to add lines (products) to an invoice in UI

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Posted on by

In the Unified Interface, how does one add Invoice Products (Invoice Line Details) to an invoice?

There is a button to "Get Products" from an Opportunity, which doesn't work for us. We need the ability to manually enter new invoice line items.

Talina

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  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Did you try creating order and then generating invoice from order? 

    That should be the flow.

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