Setting Up Invoice Line Item Mass Editing

← Configuring Draft Editing Options

Your business may require that users edit multiple invoice line items of draft invoices at once.

Setting up invoice line item mass editing in JustOn Billing & Invoice Management involves two tasks:

• Adding the Edit All button to the invoice line item section of the invoice page layout
• Configuring the fields to be available for mass editing

Adding the Mass Edit Button

To enable the option for editing multiple invoice line items, add the Edit All button to the invoice line item section of the invoice page layout. To do so:

1. Navigate to the object management settings of the Invoice object.
2. Click Page Layouts.
3. In the Invoice Layout row, click Edit.
4. Scroll to the Invoice Line Items list and click to open the list properties.
5. Open the Buttons section.

6. Under Custom Buttons, move Edit All to the Selected Buttons column.

   
   Adding a custom button to a related list

7. Click OK to save the list properties.

8. Click Save to save the modified page layout.

   For help about modifying page layouts, see Managing Pages.

Configuring Mass Edit Fields

To configure which invoice line item fields are available for mass editing:

1. Navigate to the field sets definition of the Invoice Line Item object.

   In Salesforce Lightning, navigate to Setup > Object Manager > Invoice Line Item > Field Sets.

   In Salesforce Classic, navigate to Setup > Create > Objects > Invoice Line Item > Field Sets.

2. Click Edit in the Edit All row.

3. Move the fields to or from the In the Field Set container and reorder them as required.

   
   Editing field set

   Make sure to keep all mandatory fields in the field set (Title, Quantity, Unit Price, Tax Rate).

4. Click Save.