Hi @amy.easol 

Some fields may be conditionally required.

A Sales Invoice with only Organization and Contact Name seems to be missing other critical info for creating a sales invoice.

Hi there @amy.easol,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to resolve the issue here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 

Hi @Troy Tessalone & @ken.a 

I can appreciate that other fields might be necessary but they are not marked as mandatory so it is not clear what must be included. I’m trying to run a test of this and filling in every field to try and figure out is needed is not practical.

Is there are list of fields that are also required? 

@amy.easol Thanks! The reason you're seeing this is that the filter is set to 'Required Fields,' which is hiding the quantity field which is required, not sure why this field is being hidden. Could you change the filter to 'All'? Once that’s done scroll down, you can fill out the quantity field, and this will let you proceed to the testing stage.

For “Create Sales Invoice” the required fields are Organization,Contact Name,Quantity

Hi @amy.easol,
 
We just wanted to see how everything is going with your Zap. Did tomzap's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.