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You have to keep in mind certain important things regarding approval chains when you submit any approval that has multiple approval chains and unchained rules. 

One step in setting up Advanced Approvals consists of creating three buttons that let sales reps submit or recall a record for approval.

When we create an Approver record, we can assign it to a user in Salesforce or a group of users. It is also possible to set up dynamic approvers based on more complex criteria.

Find out with us what are Invoice Batches and what is their purpose

Invoice Schedulers can be set up to run Daily, Weekly, Monthly or Once.

Most businesses want to generate invoices regularly instead of creating them manually with the help of the Bill Now checkbox. To establish an invoicing routine, invoice schedulers are to be used. 

When working in the Quote Line Editor, different types of users might need to see different sets of fields either on the Quote level or on the Quote Line level depending on the type of quote, stage, or task they have at hand.

Sometimes customers may wish to pay upfront for multiple years of their subscription (i.e. years 1, 2 & 3). In this case, you would need to select the relevant subscriptions and invoice them ahead of schedule.

Contracted Pricing with Salesforce CPQ is a very powerful and useful tool when you need to assign negotiated prices to specific accounts. There are a few details to keep in mind when setting up this functionality.

The quickest way of generating an invoice for a single order when the invoice is required immediately is by using the Bill Now checkbox.

In the previous blog post we discussed about the Credit functionality. Let’s look now into the Cancel and Rebill functionality. The difference between these two is that with Cancel and Rebill we intend to invoice for those same products again, while with Credit we just want to write off the invoice, we are not fixing any errors, we simply aren’t invoicing for the products again.

Credit Notes mimics the data model of the Debit Note we outlined in a previous blog post while, as opposed to the Debit Note, it adjusts the invoice balance in favor of the buyer by decreasing the amount of the invoice.