Facturio: Invoice Management Directly in Salesforce

AUTOMATIC INVOICE CREATION Generate invoices from any Salesforce object including Opportunities, Quotes, Orders. Ensure accuracy with customizable numbering patterns and automatic checks for tic checks for missing invoice numbers.

ELECTRONIC INVOICING Generate EU-compliant e-invoices in form of XML files with a single click. Ensure automatic electronic processing of issued invoices, accelerating time-to-payment for your invoices.

TAX & REGULATORY COMPLIANCE Generate unique invoice numbers for legal traceability. Easily create correction invoices when needed. Send e-invoices in various formats to meet regional regulations. Multiple tax rate calculations with separate reporting.

CUSTOMIZABLE INVOICE DESIGN Adjust layouts, fonts, colors, and visual elements to meet the design and unique styles of your company and subsidiaries. Personalize predefined invoice and email templates for professional client communication.

FLEXIBLE GENERATION & DISTRIBUTION Automate bulk creation, distribution, correction invoices and reminders. Create PDF using the built-in tool or integrate with third-party tools. Generate and add QR codes for
a streamlined payment process.

PAYMENT MANAGEMENT & REPORTING Automate reminders for overdue payments. Track finances and manage payments. Integrate with your bank to match account transactions with invoices inside Salesforce, automatically setting the payment status.