Page History

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• Services: Quotes -> Opportunity -> Invoice
• ManfacturingManufacturing: Quotes -> Opportunity -> Sales Order -> Invoice
• Retain: Opportunity -> Sales Receipt or Combining daily closed Opportunities -> Journal Entries
• Subscription: Recurring Opportunity -> Recurring Invoice Template -> Invoices(s)

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Out of the box provides an (unmanaged) i.e. open source code for integrating Opportunity to Sales Order, Invoice or Sales Receipt. 

Pre-requistes requisites for this package are:

1. AccountingBook should be installed
2. Salesforce Enterprise Edition (with access to Opportunity & Products)

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Package Installation:

1. The below steps should be followed to arrange the components on Home tab. Opportunity Plugin should be made available on Salesforce Home tab.
2. Go to Setup > Customize > Home Page Layout > Click on DE Default > Edit > Select the following Narrow Components to Show – AccountingBook Links, Add-on Plugins, Get Started > Click on Next > Arrange these components on the top for better visibility > Save.
3. Go to Home tab of your Salesforce instance.
4. Click on Opportunity Plugin under Add-on Plugins to Install AccountingBook Integration with Salesforce.
5. Select the necessary options for installation & Click on Install.
6. Once the installation is complete, click on Done.
7. You will see AccountingBook Integration with Salesforce under installed package.

Setup

1. Goto Setup - > Opportunity Page Layout
2. Select the Layout you need to provide access to this feature
3. Add "Create Sale Order" and "Create Invoice" buttons to the page layout
4. Add Opportunity to the Receiable page layout

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If you need further assistance, you can reachout to our support team for further assistance.