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To initiate a scheduled invoice generation, an Autolaunched Flow invoking the Invoice API invocable class should be created where the flow will be called in a Batch Job.

Here are the necessary steps to follow:

  1. Create a new Autolaunched Flow (No Trigger)

  2. sad

Note: This is a test setup on how to set up Invoice API in Schedule Flow

Note: The required batch size would be 60 only to prevent hitting a governor limit.

  1. Set up Flow

  • Create a Schedule Trigger Flow

  • Set Schedule

  • Select Object (ex. Opportunity)

Drag Get Records to the screen and select Gateway Account as Object and map the ID to the Opportunity Gateway Account

·        Drag Action to the Screen. Filter by Type and select Apex Action and select Invoice API as Action

·        Configure the apex action to pass the following Opportunity’s details to the invocable variables:

·   Gateway Account = Opportunity’s Gateway Account (custom field)

·   Amount = Opportunity’s Amount

·   Currency = Opportunity’s Currency

·   Token = Opportunity’s Payment Source (custom field) → Token

·   Relate Record To = Opportunity record ID

·  Relate Record To - Field = custom lookup field under the Gateway Invoice object that looks up to the Opportunity object

·        And Click Done

·   And after that, your flow should look like these

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