7) Create an Order using Account
We can create an Order from salesforce using individual products or a single Plan without creating a subscription. Follow below steps to Create one.
1) Open any Account that you want to create an invoice for and click on "Create Order" button on the button section. This will take you to a new page where you can see Account information with order details..
2) We need to select a PriceBook to get the PriceBookEntry details which holds price, quantity, ProductCode details of a Product before proceeding. Then, we can select the Products under that PriceBook and Click SAVE.
3) If the Individual Products check box is selected, there will be no Choose plan section. You can select the PriceBook and select Individual products and create an Order.Â