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Anytime an opportunity is "Closed" you would want to generate a transaction (Sales Order or Invoice). You can have multple scenarios that you can model with Salesforce and AccountingBook. Industry example

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

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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

How it works

1. On clicking one of the installed Buttons "Create Sales Order" or "Create Invoice" you will get a screen with options to select products and quantities to generate the requested Receivables.
2. Select the checkbox to include a line item. You can also asjust the quantity.
3. Click on Save. Save functionality will
   1. Check if products included in the conversion is available in AccountingBook:Items. If not it will create the Item as Type="Service" and Income Account="Other Income"
   2. It will create a Receivable with line items
   3. It will mark the Receivable as 'Post'
   4. It will create all relevant Journal Entries
   5. It will associate the Receivable to the Opportunity. You can add the Receivable related list on Opportunity page layout.

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