2022
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Opportunity to Receivable Integration
Opportunity to Receivable i.e Invoice, Sales Order etc, integration is provided through a seperate add-on module (Salesforce package), which provides open source code for Opportunity to Receivable integration.
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We understand that every business is unique and trying to model an Opportunity to Receivable integration that works for all is quite difficult, which is why we have a default code available for our client base to use it as a sample to build on their integration. |
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Industry business process flow for some are as follows -
- Services: Quotes - > Opportunity - > Invoice
- Manufacturing: Quotes - > Opportunity - > Sales Order - > Invoice
- Retain: Opportunity - > Sales Receipt or Combining daily closed Opportunities - > Journal Entries
- Subscription: Recurring Opportunity - > Recurring Invoice Template - > Invoices(s)
Installing Standard Out-of-the-Box Integration
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Overview
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