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Recurring Billing
Using Standard Salesforce Interface on Recurring Invoices
Using the standard Salesforce interface on recurring invoices refers to the replacement of the wizard with the native Salesforce interface when creating new recurring invoices. This change streamlines the process and allows users to manage and generate recurring invoices more efficiently directly within Salesforce's familiar user interface.
Updated 3 days ago
A wizard-like interface was developed to simplify the process of adding new recurring invoices. However, if you prefer using the standard Salesforce interface, you can easily switch to it by following the steps provided below.
Go to Setup | Create | Objects | Recurring Invoice. Under Buttons, Links, and Actions, edit New button:
Select Standard Page, then click Save:
The process of creating a new recurring invoice will now involve using the standard Salesforce interface instead of the wizard.