Purpose
The purpose of this quick reference guide is to step through the process of creating an Invoice Schedule. The intended audience for this document are System Administrators.Steps
Create Invoice Schedule record
To create an Invoice Schedule record, follow the steps below:- Click on the App Launcher icon. (See Figure 1)
- Go to the Schedules object by using the Search function. (See Figure 2)
- Click on the New button. (See Figure 3)
- Choose the record type of Invoice Schedule and click Next . (See Figure 4)
- Populate the following required fields to provide the base details of the Invoice Schedule record:
(See Figure 5)
- Schedule
- Split Option
- Period Type
- Populate the following optional fields as needed:
- To integrate the Invoice Schedule record with an external system, populate the External Id field. (See Figure 5)
- Click on the Save button.
- A new Invoice Schedule record has been created. (See Figure 6)
- To modify an existing Invoice Schedule record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
- When complete, click on the Save button.
Invoice Schedule records CAN NOT be deleted if they have related records or are used in
other records. Deleting records is not recommended unless absolutely essential.