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

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!