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How to Expose Create Invoice Button in Opportunity – Lightning Experience

Updated 1 day ago

How To Expose Create Invoice Button In Opportunity – Lightning Experience

1. Go to the opportunity, then click Setup | Edit Page

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2. Highlight the header where the buttons are, then click Opportunity Layout on the right

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3. On the layout edit, click Mobile & Lightning Actions, then drag Create Invoice to the Salesforce Mobile and Lightning Experience Actions section. Save the layout

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4. Go back to the opportunity, you should now see the Create Invoice button

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