"Invoice" Functionality in SFDC - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
ULAS ALBAYRAKULAS ALBAYRAK 

"Invoice" Functionality in SFDC

Dear all,

I see that there is no standard object for "Invoice" by default. I made some research and saw that we need to buy CPQ or Billing for this. I think we will not buy additional product just for this Invoicing. 

So only option will be left is creating a custome object called "Invoice" (parent child relationship with Account and lookup relationships with some other objects like Quote, Order, etc.

Does my idea make sense?
Best Answer chosen by ULAS ALBAYRAK
Lakhan MeghaniLakhan Meghani
hey Ulas,

You can create custom object and relationship with other desire objects.
Like i did here in below snap with Contract object-
User-added image

All Answers

Lakhan MeghaniLakhan Meghani
hey Ulas,

You can create custom object and relationship with other desire objects.
Like i did here in below snap with Contract object-
User-added image
This was selected as the best answer
ULAS ALBAYRAKULAS ALBAYRAK
Hi Lakhan,

Thanks for confirming.