Create an Invoice
The payments app allows you to create Invoices with a fixed amount or with Invoice Line Items. This article contains an overview of the fields on these objects and how to customize and extend the Invoice object to fit your needs.
Create an Invoice
- Click Invoices tab
- Click “New” Button
- Complete Invoice Fields.
Invoice Fields
| Field Name | Field Type | Description |
| Inv# | Autonumber, {0000} | |
| EncodedID | Text, 30 | |
| Account | Lookup to Account | |
| Status | Picklist | Drafted Ready to Send Sent Submit Charge – This status triggers the app to auto create a Payment record and charge the Payment Customer already on file. Charge Submitted – Charge has been submitted but has not yet been processed by the bank. Paid |
| Payment Method | Lookup to Payment Method | |
| Payment Customer | Lookup to Payment Customer | |
| Payment Customer All Billing Emails | Formula, text | Formula field that merges the value of Payment Customer.All Billing Emails. |
| Invoice Doc URL | Text, 255 | Optionally you can provide a link to your invoice document. You can generate this using the Opero Documents app. |
| Invoice Description | Text, 255 | This text will display on the payment page for the customer to see. |
| Invoice Lines Total | Rollup Summary Field | Sum of Invoice Line Items.Invoice Line Total |
| Invoice Fixed Amount | Currency | |
| Invoice Total | Formula | If Invoice Lines Total != 0, this field shows the Invoice Lines Total, otherwise it shows the Invoice Fixed Amount |
| Total Paid | Rollup Summary Field | Sum of Payments.Amount where Status=Succeeded |
| Transaction Fee Charged | Decimal, 2 | If you configure a Payment Method to charge a transaction fee, then the transaction fee amount charged will be updated here upon payment which will add to the total invoice amount. |
| Pending Paid | Rollup Summary Field | Sum of Payments.Amount where Status=Pending |
| Amount Due | Formula | Invoice Total – Total Paid |
| Billing Contact | Lookup to Contact | |
| Additional Billing Emails | Test, 255 | |
| Pay Invoice URL | Formula | https://payments.com/paynow?org={orgid}&inv={EncodedID} |
| Invoice Date | Date | |
| Date Sent | Date | |
| Due Date | Date | |
| Charge Description | Text 255 | This is what appears in customer’s bank statement as a description for the charge. |
| Stripe Metadata Label | Text | |
| Stripe Metadata Value | Text, 255 | |
| Currency | Picklist | List of all available values from Stripe except zero decimal currencies, which are not supported by the app. |
Add Invoice Line Items (Optional)
Invoices can either charge a fixed amount or they can have Invoice Line Items. If you would like to use Invoice Line Items, follow these steps.
- Go to Invoice Line Items related list on Invoice.
- Click “New” button.
- Complete Invoice Line Item fields.
Invoice Line Item Fields
| Field Name | Field Type | Description |
| Invoice Line Item Name | Name, Text | |
| Quantity | Number, 16, 2 Decimal | |
| Amount | Currency | |
| Invoice Line Total | Formula, Currency | Quantity * Amount |
| Sort Order | Number, 18 |
Customize the Invoice Object
The Invoice object was designed with flexibility in mind and can be customized to fit your business needs and processes. For example, with Opero Payments you can:
- Create an Item or Product object to create products with prices and add a lookup on the Invoice Line Item to select a product. Configure Flow to copy the price.
- Create a lookup on the Invoice object to relate Invoices to a standard or custom object.
- Create invoices manually or automate the creation of invoices using Flow or Apex.
- Integrate with Opero Documents or another document generation app to generate an Invoice PDF. See Article: Generate Invoice PDF and Email