3) Setup Account and Opportunity page layouts
Once BluBilling package is installed and remote site settings, connected apps were added and BluBilling login are completed, follow below steps.
Account page layout:
1) Open Setup>>Object Manager>>Account >> Page layouts. Select the page layout that you are currently using and below screen will appear.
2) Drag and drop required custom fields. below are the custom fields that are available to check BluBilling Account configuration details and other info.
Blusynergy Customer Number
Billing contact email
Billing status
3) Click on Buttons option from layout panel, Drag and drop below buttons to both Salesforce Mobile and Lightning Experience Actions and Custom buttons section.
Create Invoice
Create Order
Configure Billing Account
Show billing and payments
4) Select Related Lists option from layout panel and drag below objects. This related list will show Orders and invoices created from this account.
Invoices
Orders
Payments
Commissions
Order page layout configuration:
1) Open Setup and select "Object Manager" and select Account >> Page layouts. Select the page layout that you are currently using.
2) Click on Buttons option from layout panel, Drag and drop below buttons to both Salesforce Mobile and Lightning Experience Actions and Custom buttons section.
Convert to Order
Convert to Order and generate Invoice
3) Select Related Lists option from layout panel and drag below objects. This related list will show Orders created from this Opportunity.
Subscriptions
Individual products
Orders
4) Click on wrench icon beside Individual products related list.
5) Select Buttons section, choose Add Products
6) Repeat Step (4) and (5) for Subscription related and select Add Subscription button. Arrange the fields as you like under Columns section.
