Invoices (User Stories)
- Yurii Perevuznyk (Deactivated)
To start synchronizing your Invoices with Salesforce you need to set one option at your decision on the Salesforce Invoices Configuration page
Go to Magneto Admin panel - Salesforce - Invoices
1. Set Automated Synchronization - Yes
Created Invoices and any changes with them will be automatically synchronized. If disabled, the synchronization still can be performed manually using the Action menu - Sync with Salesforce
All information about the invoices is sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Invoice
Go to Magento Admin panel - Salesforce - Fields Mapping - Invoice Product
Also, you have the ability to create your own custom mappings
Click on the “Add new mapping“ button
Select “Magento Attribute”
Select “Salesforce Attribute”
Set “Enable” to “Yes“
Select “When” mode
Click the “Save Mapper“ button
Now let's check how the Invoice synchronization works
Go to Magento Frontend as a customer - Add some product to Cart
Click Cart icon - “Proceed to Checkout“ button
Select shipping method on the checkout/#shipping page and click the “Next“ button
Select payment method and click the “Place Order“ button
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Invoice - Submit Invoice Button
Select Invoices tab and click on Salesforce ID link
Check all data on Salesforce Invoice page - Details tab
Click on Related tab - invoiced product and check all data