---
title: "Invoice generation from opportunities"
slug: "automatisation-génération-des-factures-à-partir-des-opportunités"
updated: 2025-12-22T15:15:36Z
published: 2026-01-07T10:04:05Z
canonical: "help.frisbii.com/automatisation-génération-des-factures-à-partir-des-opportunités"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Invoice generation from opportunities
Linda begins configuring the Frisbii automations. Since they use opportunities and offers, she wants to set up automatic invoicing from these two objects. She asks Vijay to explain the steps for this setup to her.
## Trigger conditions on the opportunity object
The automatic generation of invoices from the opportunity object is based on four fields:
- Automatic invoicing
- Already invoices
- Automatic invoicing condition
- Automatic invoicing exception
**Note:** the formulas is this table are given as an indication: Please customize the formulas according to your business needs. If you don’t need to define exceptions or conditions you can simplify the process.
| **Automatic invoicing** This check box is used by the invoicing process. It is already part of the package. | ## |
| --- | --- |
| **Already invoiced** This check box is set on true at the creation of the invoice in order to avoid invoice duplicates (invoices generated several times on the same opportunity. We will configure it together as the following fields : | ## |
| **Automatic invoicing condition** This formula field identifies the opportunities that need to be treated by the process. If the box is checked, an invoice is generated from the opportunity. In our example we would like to generate the invoice, if: - The opportunity is not an exception (please see below). - The opportunity is won. The formula is based on these fields: - Automatic invoicing exception (created during this procedure) - Stage Name (Salesforce field on the Opportunity object) **Please adapt the condition due to your business needs.** | \| ```plaintext AND(Automatic_invoicing_exception__c = FALSE, ISPICKVAL(StageName, "Closed Won")) ``` \| \| --- \| |
| ```plaintext AND(Automatic_invoicing_exception__c = FALSE, ISPICKVAL(StageName, "Closed Won")) ``` |
| **Automatic invoicing exception** This formula field groups the exceptions, in which cases the generation of invoices should not take place. If the box is checked, the opportunity is not taken into account by the process. In our example, the opportunity is marked as an exception, if: - the amount before tax < 0 - the opportunity was already billed manually - the opportunity is already billed by the process This formula is based on these fields - Already invoiced (created during this procedure) - Invoiced Amount (sofactoapp__Montant_facture__c/ packaged field) - Amount incl. VAT (sofactoapp__Montant_TTC__c/ packaged field) Please adapt the condition due to your business needs. | |
Now that Linda understood the purpose of these fields, she can start the configuration.
## Set up the fields needed for the automation
We recommend to read these trailhead articles, if you did not have occasion to train yourself on these topics:
- [Add Custom Fields](https://trailhead.salesforce.com/en/content/learn/projects/suggestion_box/suggestion_box_2)
- [Use Basic Logic in Checkbox Formulas](https://trailhead.salesforce.com/en/content/learn/modules/advanced_formulas/checkbox_logic_formulas)
The checkbox **Automatic invoicing** is part of the package and thus is already present in the object. Thus Linda configures only the check box and the two formula fields. Since **Automatic invoicing** refers to **Automatic invoicing exception**, and this one to **Already invoiced**, she has to sets up the fields in this order:
- Check box **Already invoiced**
- Formula field **Automatic invoicing exception**
- Formula field **Automatic invoicing condition**
Lets start by setting up the field **Already invoiced**:
- Check box
- Object : Opportunity
Here you can see Linda's result:
Here you can find the procedure to set up the two formula fields:
### Steps
1. Go to Setup > Object Manager > **Opportunity** 2. Click on **Fields & Relationships** 3. Click on **New** 4. In Step 1: Choose the field type **Formula** 5. In Step 2: Choose the output type **Checkbox** and insert the field label **Automatic invoicing exception** 6. In Step 3: Switch to the tab **Advanced Formula** and compose the formula that fits to your business needs.
**Note**: If you copy these formulas from the top of the article, please paste it into a text editor in order to take off the formatting of the text. It happens that the Formula editor does not accept copy pasted formulas due to the formatting.
7. Verify the formula syntax 8. Insert a telling description and a help text that explains the field to the users. 9. In Step 4: **Establish field-level security** by checking the boxes of the profils you want to give the right to modify the field, according to your company security policies 10. In Step 5: Instead of checking the box here, we recommend to go to each page layout of the opportunity object you want to put the fields on, in order to put them manually in the right section.
Please repeat this procedure for the field **Automatic invoicing condition**.
**Note**: In order to easily debug the process, if an opportunity is not processed, because it is an exception, make life easier for users - and reduce your work - by putting conditions / exceptions in a non-technical language in the help text of these fields.
When the user understands why the opportunity is an exception, he or she can modify the opportunity to meet the conditions or at least understands why the opportunity has not been processed.
Here you can see Linda's results:
After creating these fields, Vijay explains to Linda how to use them in the process builder.
Note: Don't forget to add the fields on your page layout so that users can check them, if there is a problem.
## Configuration of the control field
In order to inform the invocable method MarkOpportunityForAutoInvoicing under which conditions it should check the Automatic invoicing box (which will trigger the next process), you need to configure the control field in the Administration tab.
### Steps
1. Go to the **Administration** tab of the Frisbii application.
2. Select the Automatic invoicing condition field that you created above as **Control field for automatic creation of invoices from opportunitires.**
3. Validate your choice
## Creation of the flow
Vijay explains to Linda that he now uses only flows to automate processes in Salesforce, and no longer through the process builder. Together, they set up two flows :
- The first one on the opportunity object to create the invoice.
- The second one on the invoice object which allows to update the opportunity after the creation of the invoice to indicate that the opportunity has already been invoiced
Let's start with the flow on opportunity.
### Steps
1. Go to Set Up > Process Automation > **Flow** or type *Flow* in the quick search bar.
2. Choose **Triggered Flow by a recording.**
3. Double click on the symbol **Start** to **set up the start.**
3.1 Select the **Opportunity** object 3.2. Trigger the flow when: **A record is updated**. 3.3. Define as input conditions :
- All conditions are met (AND)
- **sofactoapp_Auto_invoicing__c** equal to **True**
- Already_invoice__c equal to **False**
3.4. Run flow for updated records **Only when a record is updated to meet the requirements of the conditions.** 3.5. Optimize flows for : **Actions and associated records.** 3.6. Click on **Finish.**
4. Click on the **More** to **add an item.** 4.1. Click on **Action** and then search for *Apex* in the search bar. 4.2. Choose **Opportunity_2_Invoice**. 4.3.Give the action a name in the **Label** field and make sure the API name is written correctly. 4.4. Set the input values by putting **{!$**[**Record.Id**](http://record.id/)**}** in **Opportunityld** field.
5. Save your flow. That's a good thing done! Before moving on to testing, Linda and Vijay set up the second flow to update the opportunity.
### Steps
1. Go to Setup > Process Automation > **Flows** or type *Flows* in the quick search bar.. 2. Choose **Flow triggered by a recording.** 3. Double click on the **Start symbol** to **Configure Startup.**
3.1. Select the **Invoice** object. 3.2. Trigger the flow when: **A record is created.** 3.3. Define as input conditions :
- Condition requirements: **Formula Evaluates to True**
```plaintext
AND
(NOT(ISBLANK({!$Record.sofactoapp__Offre__c})),
{!$Record.sofactoapp__Offre__r.sofactoapp__Auto_facturation__c} = true,
{!$Record.sofactoapp__Offre__r.Deja_facturee__c} = false)
```
We will verify :
- if an offer is linked to the invoice,
- if the automation has been executed on this offer (the **Auto billing** box is checked)
- **Already invoiced** is unchecked on the offer
3.4. **Check the syntax** by pressing the button. 3.5.Optimize the flows for : **Actions and associated records.** 3.6. Click on **Finish.**
4. Click the **Plus** to **add an item.**
4.1. Click **Update Trigger Record.** 4.2. Give a meaningful name. 4.3. How to search for records to update and set their value: Check **Specify conditions to identify records, then set fields individually.** 4.4. Update records of this object type: Opportunity 4.5. Filter the Opportunity records:
- All conditions are met:
- ID equal to {!$Record.sofactoapp__Opportunit__c}
4.6. Define the field values for Offer Records:
- Alreadyinvoiced__c* <-- **True**
***Please note:** Be sure to check [how you named this field](/frisbii-app/docs/en/automatisation-renommer-des-pdfs-de-facture-doffre) to put the correct API name on it.
4.7. Click on **Done.**
5. Save your flow. 6. Activate it. That was fast! Let's go straight to planning the Apex class.
## Schedule the Apex Job
If you want the invoice generation process to start at a certain time, you have to go through a scheduled Apex Class, here is the procedure of Salesforce for [Scheduling Apex jobs](https://help.salesforce.com/articleView?id=code_schedule_batch_apex.htm&type=5).
### Steps
1. From Setup, enter *Apex Classes* in the Quick Find box, select **Apex Classes,** then click **Schedule Apex**.
2. Select the class: *MarkOpportunityForAutoInvoicing*
3. Specify how often the Apex class is to run. 4. Specify the start and end dates for the Apex scheduled class. If you specify a single day, the job only runs once. 5. Specify a preferred start time. The exact time the job starts depends on service availability. 6. Click **Save**.
**Note:**
(1) If you plan the Apex task during the day, remember that Frisbii users can still work on the opportunities that already fall under the conditions. If the process wants to access an opportunity, which is in use, you will receive an error message and the process will stop.
(2) You can find the scheduled job afterwards under Setup > EnviLa tâche planifiée est ensuite visible dans Configuration > Environments > Jobs > **Scheduled Jobs**. If you want to modify the job, you have to delete it and schedule the Apex class again.
## Testing approach
Congratulations! You configured the automation completely. Now let's not forget to test our setup.
**Preparation**
First, make sure you test on an opportunity that meets the criteria, and therefore should be invoiced automatically.
For example in the case of Cloud Kicks:
- the **Opportunity Stage** is won
- the **Automatic invoicing exception** box is not checked (false)
and you have added the four fields in your page layout:
- Automatic invoicing
- Already invoiced
- Automatic invoicing condition
- Automatic invoicing exception
### Steps
1. Open the **Developer Console**
2. In the Debug menu > **Open Execute Anonymous Window**
3. In the pop up window **Enter Apex Code** paste that expression:
```plaintext
// String CRON_EXP = ‘ss mm hh dd MM ? AAAA’;
```
```plaintext
String CRON_EXP = '
00 00 10 02 03 ? 2020';
String lv_jobId = System.schedule(
'MarkOpportunityForAutoInvoicing_Test'+Datetime.now(),
CRON_EXP,
new sofactoapp.MarkOpportunityForAutoInvoicing()
);
```
4. Put the date and hour in order to schedule the process in one minute.
1. Click on **Execute** to run the script.
## Was the test successful?
- Automatic invoicing
- Already invoices
- Automatic invoicing condition
- Automatic invoicing exception
The test was successful, if:
- an invoice is linked to your opportunity
- the check box **Automatic invoicing** is checked
- the check box **Already invoiced** is checkedThis is not the case? Please verify:
- The formulas of the fields:
- Automatic invoicing condition
- Automatic invoicing exception
- Is on your test opportunity:
- The **Automatic invoicing condition** checked?
- No? > Compare your opportunity with your set conditions
- The checkbox **Automatic invoicing exception** is checked?
- Yes? > Modify your test opportunity in order not to meet the exception criteria.
- The configuration of your process :
- Is the process activated?
- If yes, please read again the procedure and verify your process.
- You tested twice on the same opportunity and it is not working, even if you deleted the invoice?
- Modify an option that makes the **Automatic invoice condition** check box unchecked, save, and then put the opportunity back in condition
- Note: The process builder needs a modification of this kind, in order to be able to reprocess the record