SalesForce: Add a button to convert Opportunity to Invoice in Salesforce

15 votes

Most sales people will work with Opportunities versus Invoices, it would great to convert that with a button in SalesForce.

Under consideration Suggested by: Parag (17 Jan, '20) • Upvoted: 04 Apr, '23 • Comments: 3

Comments: 3

02 Jul, '20
Patrick Camacho
Upon winning opportunities, customer records and subscription would be automatically created in Invoiced. In other words, the customer life-cycle is initiated in Salesforce before moving into Invoiced. A new subscription is created with the plan and addons that correspond to the opportunity products. It would be terrific if we could link the opportunity to the subscription and invoice. Maybe by adding a "Create Subscription Button" on the opportunity object!
03 Jul, '20
Marie
This would take Invoiced to the next level!
31 May, '21
Patrick
Hi

Any Updates here? This is still a feature we would like to see to be implemented!