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tslatter_762
Participant
6 years, 11 months ago #5662

Thanks for this, and many apologies for the time it has taken me to come back to you. It’s now time to look at this in more detail.
I understand also that to achieve this, I also need to upgrade DBsync to your enterprise version, which I have now done.

So, that’s for the example. FOrgive me, but I am not a programmer and need a little more help.
Where exactly do I need to put the information?
Presumably, I need to do the following:
1. Edit the Opportunity to Invoice Process, and first update the Trigger to select the Salesforce custom fields that I wish to include on the invoice?
2. And then, add the XML somewhere.

I kind of understand the XML you’ve provided as your explanation is very clear.
I’m just not clear where I need to add this XML. Would you be kind enough to clarify please?

Thanks, in advance, for your help.