Overview

The Proprietary Billing Number is a field on the Billing record that you can use in place of the system-generated Billing Number. It appears on the Billing record and on PDF invoices. This article explains how to create a custom auto-number field on the Billing object and set up a Flow to automatically populate the Proprietary Billing Number field each time a Billing is created.

In this article:

• Step 1: Create the Custom Auto-Number Field
• Step 2: Create a Record-Triggered Flow
  • Test the flow

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Step 1: Create the Custom Auto-Number Field

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. Search for and select Billing.
4. Select Fields & Relationships.
5. Click the New button.
6. Select the Auto Number radio button for the data type, then click Next.
7. Enter your field name, for example, Customer Billing Number, in the Field Label field.
8. Enter a display format in the Display Format field. For example, enter INV-{00000000}. Note: The display format must use curly braces { } with leading zeros inside. For example, INV-{00000000}.
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9. Enter a starting number in the Starting Number field. For example, enter 10000. Click Next.
10. Select the profiles you want to have read or edit access to this field, then click Next.
11. Select the page layouts that should include the new field.
12. Click Save.

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Step 2: Create a Record-Triggered Flow

1. Navigate to Flow Builder
   1. Click the Gear icon and select Setup.
   2. In Quick Find, search for Flows.
   3. Click Flows.
   4. Click New Flow.
2. Select Flow Type
   1. Choose Record-Triggered Flow.
   2. Click Create.
3. Configure the Trigger
   1. Object: AcctSeed__Billing__c (Billing)
   2. Trigger the Flow When: A record is created
   3. Condition Requirements: None
   4. Optimize the Flow For: Actions and Related Records
   5. Click Done.

4. Add an Update Records Element
   1. Click the + icon below the trigger.
   2. Select Update Records.
   3. Configure the Update Records element:
      • Label: Update Proprietary Billing Number
      • API Name: Update_Proprietary_Billing_Number
      • How to Find Records to Update: Use the record that triggered the flow
      • Set Field Values:
        • Field: AcctSeed__Proprietary_Billing_Number__c
        • Value: {!$Record.Customer_Billing_Number__c} (use the API name of your custom field)
      • Click Done.

5. Save and Activate the Flow
   1. Click Save.
   2. Flow Label: Populate Proprietary Billing Number
   3. Flow API Name: Populate_Proprietary_Billing_Number
   4. Description: Automatically copies the custom billing number to the Proprietary Billing Number field when a Billing is created
   5. Click Save.
   6. Click Activate.

Test the Flow

1. Create a new Billing record.
2. Save the record.
3. Check that the Proprietary Billing Number field is automatically populated with the value from your custom field Customer Billing Number.
4. Generate the Billing PDF to verify that this same value also displays in the Billing Number field on the PDF.

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