Customers will not have to update any settings in order for new Sales Order Proforma Invoices to display in the community and their links.  Sales Orders of type Invoice will display as Invoice financial documents in the Community. 

There are several new field sets and fields that will need to be configured so the Financial Documents display the correct information.

Community users will only see minor differences between 2019-R1 and Fonteva 20Spring. There is now a new Installment Summary view when Sales Orders have installments, small UI updates on the Financial Docs, and an updated payment page.

Related Pages:

Financial Docs

Community and Sales Orders, Invoices

New Invoice Checkout

More Enhancements