- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 27, 2024 04:19 AM
- A new invoice is created & Linked to client project (this is complete)
- After the first invoice is created, allow the user to open the most recent invoice > create a new invoice from the exiting one > edit/ update the new invoice > submit new invoice > tag as "most recent version"
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 27, 2024 11:03 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 27, 2024 06:49 PM
Hmm, what issues did you face setting up your automation? Here's a setup that works for your reference:
===
To solve the problem of knowing which is the latest invoice, perhaps you could create a 'Created time' field and sort by descending on that field in your interface?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Feb 10, 2025 02:31 AM - edited ‎Feb 17, 2025 01:38 AM
You could set up an invoice generator using linked records and rollups to pull in catering order details automatically. A formula field can calculate totals, and a button field could trigger a script or automation to generate a final invoice. If you're handling other expenses, like vehicle costs, you might also find a setup for a fuel bill generator helpful using similar linked records and calculations.
