How to Generate Receipts in Salesforce?

Here are the steps to create a Receipt in Salesforce in just a minute.

Step 1: First, log in to Salesforce using your credentials to access your org.

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

Step 3: Next, click on Document Setup and then click on Launch Wizard to start the process.

Step 4: Enter the Button Name, select the Salesforce object (Receipt), and click on Create.

Step 5: After that, click on Next to proceed further.

Step 6: Again, click on Next to move to the template configuration section.

Step 7: Now, open the Merge Field Helper so you can insert dynamic fields into your template.

Step 8: Click on Insert Field, select Created Date, and then click Copy to Clipboard to copy the merge field {{Receipt__c.CreatedDate}}.

Step 9: Select Account Id to access Account-related fields.

●    Select Billing City.

●    Verify that the merge field appears in the preview section as {{Receipt__c.Account__r.BillingCity}}.

●    Click Copy to Clipboard to copy the merge field.

Step 10: Select the Opportunity Id to view Opportunity-related fields.

●    From the Opportunity field list, select Amount.

●    Verify that the merge field appears in the preview section as {{Receipt__c.Opportunity__r.Amount}}.

●    Click Copy to Clipboard to copy the merge field.

Step 11: Click on Balance Due and Receipt Amount, and then click Copy to Clipboard to copy their merge syntax.

Step 12: Now, paste all the copied merge field syntax into the Template Editor.

Step 13: Reopen the Upload Template window, enter the Template Name, upload the template file, and click Save.

Step 14: Click on Next to continue.

Step 15: Again, click on Next to complete the wizard setup.

Step 16: Now, Go to Page Layout in the Salesforce setup.

Step 17: Click on Receipt Layout.

Step 18: From Mobile & Lightning Actions, drag and drop the Generate Receipt button into the Salesforce Mobile and Lightning Experience Actions section.

Step 19: Click on Quick Save to save the layout changes.

Step 20: Now, go to any Receipt Record and click on the button (Generate Receipt).

Step 21: Click on Download Template to proceed.

Step 22: The system will automatically start generating the Document.

Step 23: Finally, open the Generated Document to review your receipt.

Thank You