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Invoice Plan Visualizer

By Bluvium Inc

Forecast with Confidence, Present with Clarity – Invoice Plan for Sales

No Ratings
Free  

Never requires payment

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Industries
Consumer Goods
Education
High Tech
Business Need
Sales
Productivity
Finance
Requires
Sales Cloud
Revenue Cloud CPQ
Compatible With
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

Businesses utilizing Salesforce CPQ often need to present their clients with a detailed Quote Document that also the subsequent invoices slated for the coming months, quarters, or years. Invoice Plan Visualizer is designed to fulfill this very need.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Required application - Salesforce CPQ

App Details

Version
Invoice Scheduler/Invoice Plan Visualizer 1.5.0
Listed On
07/24/2024
Latest Release
10/09/2024
Supported 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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/23/2023

Additional Details

An Invoice Plan Visualizer is a structured plan that outlines the timeline details of when invoice schedules will be generated, and payments are expected from customers. Leveraging the data from your Quote object, Invoice Preview offers a glimpse into the future, providing a schedule of upcoming invoices long before they are processed in your billing system. It takes into account your fiscal year structure, adapts to your specific billing intervals, and accommodates any amendments that occur throughout the lifespan of your contracts. With Invoice Preview, you're equipped to offer transparency and plan financially with unprecedented precision. An Invoice Preview is a structured plan that outlines the timeline details of when invoice schedules will be generated, and payments are expected from customers. The primary objective of “Invoice Preview” is to create invoice schedules for any object (primarily quote) and provide the flexibility to change the billing frequency. The main features and functionality are rotating around Quote object however a customer can create schedules for other objects too.

Need help?

Bluvium Inc

San Ramon, CA, USA

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