Overview:

Adding a Sales Invoice Plan Template to a product in Salesforce allows for the automatic generation of Sales Invoice Plans, streamlining the process of creating recurring Sales Invoices. When an opportunity product with an associated Sales Invoice Plan Template is added to a Salesforce opportunity, the template is linked to the Opportunity Product line. This system provides the flexibility to apply different invoicing rules to various products or product families, enabling a mix of upfront and recurring invoice products. Zumzum Financials automates the scheduling and creation of Sales Invoices based on customised automation rules, which can trigger the creation of Sales Invoice Plans from opportunity product line items. If an opportunity product lacks its own Sales Invoice Plan Template, it will be added to the first scheduled invoice. If it has its own template, a new Sales Invoice Plan will be created for that product. This ensures that each product is evaluated and invoiced accurately

How Sales Invoice Plan Templates Automatically Create Sales Invoice Plans

When creating a Salesforce opportunity, you are able to automatically generate Sales Invoice Plans to automate the creation of recurring Sales Invoices. When an opportunity product is added, that has a Sales Invoice Plan Template associated to it, the Sales Invoice Plan Template is linked to the Opportunity Product line.

This gives you the flexibility of having different sales invoice rules associate to different products or product families so that you may mix up front invoice products and recurring invoice products.  Zumzum Financials will take care of scheduling and creating the Sales Invoices when they are due.

Based on your own customised automation rules, you may trigger the creation of Sales Invoice Plans from an opportunity product line item. Read this help article to find out how to create Sales Invoice Plans from Opportunities in Salesforce.

When your automation rule triggers the creation of a Sales Invoice Plan, the first opportunity product added to an opportunity will create a Sales Invoice Plan and then check if any of the other opportunity products have their own Product Sales Invoice Plan Template associated to them or not.

If no Product Sales Invoice Plan Template is found ont he next opportunity product, then the system will add the opportunity product to the first Scheduled Sales Invoice as a Scheduled Sales Invoice Line item on the Sales Invoice Plan.

If the next opportunity product is found to have it’s own Product Sales Invoice Plan Template, then it will create a new Sales Invoice Plan for this product.  Each opportunity product will be evaluated in turn and either added to the first Sales Invoice Plan or have it’s own Sales Invoice Plan created.

Add Sales Invoice Plan Templates To A Product

Before being able to use the Sales Invoice Plan feature, a product should be linked to the Sales Invoice Plan Template.

1. Find the Product record
2. Navigate to the Product Sales Invoice Plan Templates related list
3. click on the New button.
4. Use the lookup button to select a Sales Invoice Plan Template
5. Select Save

Alternatively, if you are working on the Sales Invoice Plan Template, then you are able to achieve the same result by following these steps:

1. Find the Sales Invoice Plan Template
2. Navigate to the Product Sales Invoice Plan Template related list
3. click on the New button.
4. Use the lookup button to select a Product
5. Select Save

Learn more about product sales invoice plan templates in Zumzum Financials.