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Certinia Billing & Receivables

Streamline billing for multiple revenue streams & speed up cash collection

Overview

Manage the entire order to cash process with Certinia Account Receivables & Collections. Simplify invoicing, billing, and collections, and automate the AR process to accelerate cash flow. Ensure timely payments and build customer trust with secure payment

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See How Certinia Billing & Receivables Works

  • Create invoices in one click from CRM or any object (opportunities, service cloud cases, orders in 3rd party AppExchange applications or custom objects).

  • Eliminate error prone spreadsheets, rekeying, manual sales tax entries and duplicate customer master records.

  • Works with Certinia Accounting or your ERP/accounting system (SAP, Oracle, Dynamics, Peoplesoft, etc).

BILL ACCURATELY & SPEED COLLECTIONS Automate your billing process, generate invoices accurately, and reduce the time it takes to get paid. Accommodate one time bills, recurring bills, payment schedules and batch invoicing while ensuring sales tax compliance. EMPOWER SALES, CUSTOMER SERVICE, AND DELIVERY TEAMS Manage ordering, invoicing, cash application and collections all on the Salesforce platform. Your sales, customer service, and delivery teams will get full visibility to customer billings which improves customer service, reduces disputes and empowers them to help with collections. TURN ANY REVENUE GENERATING ACTIVITY INTO AN INVOICE Transform any activity tracked on the Salesforce Platform into a bill with our simple point & click mapping tool. Accounting entries are automatically generated allowing seamless alignment to legacy ERP or a real-time posting to Certinia Accounting. WHY SYSADMINS LOVE THIS APP Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Categories

Business Needs
Accounting
Industries
Horizontal Product
Personas
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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