How to attach additional documents to invoices?

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During the generic invoice run, JustOn can link documents that are associated to (parent or child) source records with the resulting invoice record. If the file type is not excluded (using the field Email File Types on the template, see Modifying Invoice Email), the linked documents are then attached to the invoice upon distribution (emailing, etc.) and sent to the corresponding recipient.

To allow a fine-grained control over which (of possibly multiple) documents are linked with the invoice, the setting is made on document basis. To this end, you create the new custom checkbox ON_LinkDocument on the Content Version object.

1. Navigate to the fields list of the Content Version object.

2. Create the following new field.

   Field Label	API Name	Data Type
   Link to Invoice	ON_LinkDocument	Checkbox Formula (Checkbox)

   Your business may require to automatically select the checkbox depending on certain conditions. In this case, create a formula field with the return type Checkbox, where the formula represents the intended logic. Otherwise, create a simple checkbox and let users select it manually.

   For help about creating fields, see Managing Object Fields.

Once the checkbox is selected for a content version record, the corresponding document will be linked with the invoice produced during the generic invoice run.