a Hello, We have a Custom Transaction (Sales) that has posting enabled; however, when we transform the line items to an Invoice via workflow, and then pay the invoice, items on the custom transaction aren't being closed. In other words, I can continue to bill the same line item to an invoice over and over. Any suggestions for how to handle this via script? Looking for behavior similar to a Sales Order. (edited)

how are you handling through workflow ? with search ?

Thank you! The workflow performs a simple "transform record" action to grab the line items from the custom transaction, and create an invoice. No search currently involved. I'm not sure how to set the Invoice to a Sales Order Type (Fulfilled, Invoiced QTY, Close) via workflow? I don't see any of these options in the workflow. I'm okay with the rest of the solution: i.e. Simply use an after submit event (on create) to close the lines? Then, use a Search to filter out the closed items.

Why are you adding lines to Sales that already invoiced ?

@Kevin I understand where you're coming from, but these are a "service for sale" items. Additional "Services" may be necessary after original Invoice is created/paid.