Quotes and sales operations
How do I automatically create and send invoices from a form or message?
Capture the required billing details in a structured record, validate customer, amount, tax, and payment terms, then create the invoice in the accounting system. Send only after required approvals and store the invoice ID back in the source record.
What to check
- Which billing fields are required?
- What approval is needed before sending?
- Is the accounting invoice ID written back to the workflow?