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hi heres mikey brown an answers leader in the salesforce trailblazer community heres one of his top community answers that weve turned into a video for you heres the question how do you create and manage invoices in salesforce customers may want to introduce an invoice object as a way to request payment for goods and services provided this slide helps illustrate the difference between opportunities orders and invoices the opportunity represents the potential sale in which you can manage that life cycle from prospecting all the way to closed one the order is when the deal has been finalized and we now need to provide those goods and services and then finally once those goods and services are provided the invoice can be sent out to request payment in this video well be looking at two different options for how you can track invoices the first is to create your own invoice custom object and the second option is if youre not using the standard quote object you could repurpose this to
