Managing And Adding Contract Invoices

Learn how to efficiently manage, update, and create new invoices for your contracts. This guide walks you through the steps to navigate the Salesforce interface and accurately input payment details.

Stephanie Stoddard
10 steps
2 minutes

Salesforce

Navigate to the database record in the RDLA app in Salesforce.

Initial Invoice Creation

Click "Manage Invoices"

Select Add New Invoice.

Complete the details about the Invoice.

Click "Next" to create the Invoice record.\ Click "Finish" to return to the Contract record.

Invoice Amount Update

Click "Manage Invoices"

If there are existing Invoice records, they are displayed. You can also make some edits to the existing Invoice records if you need. Click "Save" to save the changes to the Invoice records.

Additional Invoice Creation

You can also add a new Invoice record. You can add a new invoice records whose date is in the future. Later you can edit the invoice to mark it paid.

Enter the Invoice details.

Click "Next" to save changes and create the Invoice record.\ Click "Finish" to return to the Contract record.

Managing And Adding Contract Invoices

Learn how to efficiently manage, update, and create new invoices for your contracts. This guide walks you through the steps to navigate the Salesforce interface and accurately input payment details.

Stephanie Stoddard
10 steps
2 minutes

Salesforce

Navigate to the database record in the RDLA app in Salesforce.

Initial Invoice Creation

Click "Manage Invoices"

Select Add New Invoice.

Complete the details about the Invoice.

Click "Next" to create the Invoice record.\ Click "Finish" to return to the Contract record.

Invoice Amount Update

Click "Manage Invoices"

If there are existing Invoice records, they are displayed. You can also make some edits to the existing Invoice records if you need. Click "Save" to save the changes to the Invoice records.

Additional Invoice Creation

You can also add a new Invoice record. You can add a new invoice records whose date is in the future. Later you can edit the invoice to mark it paid.

Enter the Invoice details.

Click "Next" to save changes and create the Invoice record.\ Click "Finish" to return to the Contract record.