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. 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. |
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