How to Generate an Invoice Document?

Here are the quick steps for generating invoices in Salesforce using Docs Made Easy.

Step 1: Start by logging in to Salesforce.

Step 2: Now, open Docs Made Easy from the App Launcher to begin the setup.

Step 3: Once you’re inside the app, click Document Setup and then proceed by clicking Launch Wizard.

Step 4: Next, enter the button name and select the Salesforce object like Opportunity.

After setting this up, click Create to move forward.

Step 5: Now that the basic setup is done, click Next to continue.

Step 6: At this stage, click Create New Document Template to start designing your invoice.

Step 7: Furthermore, open Merge Field Helper to add dynamic data to your document.

Step 8: From the field list, click Invoice Number to select it.

 The system automatically generates the merge field syntax:

  {{Opportunity.Invoice_Number__c}}

Now, click Copy to Clipboard.

Step 9: Next, click Created Date, and once selected, click Copy to Clipboard again.

Step 10: After that, select Account ID (Opportunity → Account relationship) and choose Account Name.

You’ll see the merge field syntax appear as {{Opportunity.Account.Name}}.

Click Copy to Clipboard to save it.

Step 11: Now, click Insert Related List to include line-item details.

 From Available Related Lists, select OpportunityLineItems.

 Then, under Child Object Fields, choose the required fields:

•  Name
• Quantity
• Unit Price
• Total Price

  The system will automatically generate the table merge syntax for you.

Step 12: Once the table is generated, click Copy to copy the table merge syntax.

Step 13: Next, paste all the copied merge field syntax into the Template Editor.

Step 14: After completing the template design, reopen the Upload Template window.
Enter the template name, upload the template file, and then click Save.

Step 15: Now that the template is saved, click Next to continue.

Step 16: Click Next again to move to the layout configuration.

Step 17: At this point, click on Go to Page Layouts in Salesforce.

 Step 18: From the list, click Opportunity Layout (as we have selected Opportunity as Salesforce object) to customize the record page.

Step 19: Now, from Mobile & Lightning Actions, drag and drop Generate Invoice into Salesforce Mobile and Lightning Experience Actions.

Step 20: After placing the button, click Quick Save or Save to apply the changes.

Step 21: Next, open an Opportunity record and click the Generate Invoice button.

Step 22: Now, click Download Template to start the document process.

Step 23: The system will begin generating the invoice document automatically.

Step 24: Finally, open the generated document and review your invoice.

Thank You