#Invoices0 discussing

I have an excel file used to store department metrics.  The rows are the department name and metric.  The columns are days of the month and that metric's value.  I'm running into trouble trying to use the excel as a datasource.  It will not recognize that the column headers are dates and the metric values are associated to that date.  For example, I'm trying to pull the last three months worth of metrics.  Since it is not recognizing the header as an actual date field, I cannot figure out how to pull the last three months worth of data.  Any ideas?

Here's an example if it helps:

Department Name (column A)   Metric (column B)          1/31/2016 (column C)     2/28/2016 (Column D) ... etc

Accounts Payable                     #Invoices Processed     12,687                            13,955

Hey amigos.

I'm volunteering for a charity who don't use Salesforce but id like to get it up and running for them.

Basic question: how do I set up a way for them to take payments for products? Is it Salesforce payments? CPQ? Billing? Do they need experience cloud or should I try and integrate with JotForm?

Trying to keep it simple and finding it's pretty complicated. Thanks!!

Hello dear Trailblazer, at the moment we use an ETL interface to exchange data between Salesforce and SAP. This is still unavoidable for the master data. However, there is some transaction data from SAP that should be displayed. This includes, for example, invoice data or order histories. We would now like to connect these to OData via Salesforce Connect. In order to check whether the solution brings the corresponding success, we have now planned to carry out a test on our system and apply for a test license. To establish the connection, we need to connect to an on-premise SAP ECC 6.0. Unfortunately, there do not seem to be the same Odata packages here as for S/4 HANA. Has anyone already connected SAP on-premise and is there a way to install Standard OData on-premise? Or is there a fundamentally different approach here? Thank you very much in advance! Carsten

#Invoices 

Essentially, all of our quote lines roll up into a parent product to get a lump sum over the course of the ENTIRE engagement, which varies and is determined by subscription term.  I would then like to invoice out this lump sum divided by the subscription term.   For example, if the sum of our services is $900 over 3 months,  I would like 3 invoices, a month apart, at $300 a piece.  I have fussed with invoice plans and subsequent lines and have gotten the lump sum on a single order product to split into separate invoice LINES but I'd like separate invoices so there is no false partial payment, and so that the invoice dates are actually spread out.   Anyone know how to solve for this? Or does the configuration itself need to change? 

#Salesforce CPQ & Billing #Invoices Thanks SO much in advance!

Hi All! 

I hope everyone is staying happy and healthy :) 

Apologies if this is the incorrect forum - I am irrevocably lost in the Salesforce world (thankfully I don't need to know anything about leads, or any other fancy Salesforce language as I'm just the finance manager). All I want to know is what products my company pays for, when we will be billed, and what users we are paying for. 

Thanks in advance!

Kacie 

Hi,

We have a customer invoice requirement where Invoices will be sent in the following pattern

Eg: Invoice to be generated for 3 year (Subscription Product)

1st Invoice sent on the Date of Order Activation.

2nd Invoice sent after 14th Month.

3rd Invoice would be sent after 12 months.

Do you have any thoughts on this requirements?

How to Submit a Payment for an open Invoice in Apex?

Our use case is as follows:

1. Customer goes to our website, enters credit card information and signs up for the product.
2. Order and Contract is created and activated
3. Invoice is created and posted.

Now we need to make a payment with the credit card entered for the open Invoice. Is it possible to make payment in this case for the Invoice similar to what payment scheduler does(Payment transaction, allocation and etc..) in Apex? Is there a API to make this process easier?

OR

Can we create a payment scheduler so that it targets only this particular Invoice? I am aware of the Payment Batch field on Payment scheduler and it targets all Invoices matching with Payment Batch. I am looking for a way to match only single Invoice.