Invoices
- Yurii Perevuznyk (Deactivated)
Invoice Configuration
The “Enable Invoice Synchronization” option allows you to Enable/Disable invoice synchronization. If disabled, invoice synchronization is skipped.
To Enable synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
After this new option appears: Enable Automatic Synchronization - Yes/No
The “Enable Automatic Synchronization” option allows you to Enable/Disables Automatic invoice synchronization. If disabled, the synchronization still can be performed manually
To Enable Automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “Yes“
As a result, when a merchant submits an invoice it will be automatically synchronized with Salesforce Invoice.
To check if the Invoice was synchronized:
go to Magento Admin panel - Sales - Invoices - scroll to the newly-created invoice
You should see that the “Salesforce ID” column contains a link
or go to Magento Admin panel - Sales - Orders and scroll to the created order
Click “Select - View“ on the created order and choose the “Invoices“ tab
The “Salesforce ID“ column should contain a link
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “No“
As a result, when a merchant submits an invoice it will not be automatically synchronized with Salesforce Invoice.
To check if the Invoice was not synchronized:
go to Magento Admin panel - Sales - Invoices - scroll to the newly-created invoice
You should see that the “Salesforce ID” column is empty
or go to Magento Admin panel - Sales - Orders and scroll to the created order
Click “Select - View“ on the created order and choose the “Invoices“ tab
The “Salesforce ID“ column is empty
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Invoices
Mark checkbox next to the invoice you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the invoice record
Click the “Select - view“ action
Click the “Salesforce Sync“ button on the Invoice page
Go to Magento Admin panel - Sales - Orders and scroll to the created order
Click the “Select -View“ action - “Invoices“ tab
Mark checkbox next to the invoice you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the invoice record in the Order page
Note: If the “Enable Invoice Synchronization“ option is set to “No“ all “Sync with Salesforce“ buttons for invoice are hidden
Synchronize Notes
This option allows you to attach Magento Invoice notes to the Invoice notes in Salesforce
To Enable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
Set the “Synchronize Notes“ option to “Yes“
As a result, Magento invoice comments will be attached to the Invoice notes in Salesforce
To Disable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
Set the “Synchronize Notes“ option to “No“
As a result, Magento invoice comments will not be attached to the Invoice notes in Salesforce