Key points to consider
- Enable the setting "Consume Wallet During Invoicing?" in your org.
- After enabling the field setting:
- Access the Invoice Page > Click Edit Layout >> Select the field" Total Wallet Draw Down Amount" >> Drag and Drop in the "Invoice Detail" section. This will roll up the withdrawable amount from the wallet(s) across the invoice line items.
- Access Invoice Page > Click Edit Layout >> Edit the Related List" Invoice Line Item" >> From the Available Fields Section select the option " Link to wallet?" and add this to the Selected Field section.This will show that the line item is linked to a wallet.
Note: Wallet balance does not draw any tax liability. Tax calculation
happens only for the amount paid by the customer apart from the wallet. Also, the tax is
calculated for the invoices that are Approved, and not for the invoices in Pending or
Draft status.
