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Invoices for Salesforce

Design and execute your own billing process in Salesforce

Overview

Invoice your customers the way you want by executing your own billing processes, designed by you and for you, using clicks only, and without rekeying a thing.

See How Invoices for Salesforce Works

DESIGN, CREATE, AND RUN YOUR OWN BILLING PROCESSES Process your entire company billing in minutes using batch mode or let your sales reps process their own invoices with clicks only using individual mode.
CONTROL INVOICE CONTENT DOWN TO THE LAST PIXEL Take full control of your invoice documents, and send your customers invoices that reflect your brand, and include the exact information you want.- different languages, brands, departments, and more.
MANAGE A/R COMPLETELY WITHIN SALESFORCE Log payments and let the platform maintain the customers outstanding balance and invoices payment status. And if invoices remain unpaid after their due date, automate dunning to help you collect overdue debt.

The Invoices for Salesforce platform lets companies manage their invoices right within Salesforce. At its heart lies a new approach that allows organizations of all sizes implement their own custom-made billing process, and design their invoices content and look-and-feel to fit their exact needs. Whether you offer products or services, whether they are one-time or recurring, or whether you receive donations, it always comes down to designing the specific billing scenario that applies in each case. Whether you need to add taxes or shipping to your invoices, whether you offer discounts, or need your invoices to be in different currencies and languages, the platform invoice template editor makes it easy to include the data from Salesforce you want to display in your invoices, and design their layout to look the way you want. Billing boils down to running your custom-made billing flows in either individual or batch mode with clicks only, and there is no need to rekey a thing. But we didn’t stop at billing. You can record payments, streamline dunning, and add financials alongside your sales and customer information to open Customer 360 to your entire organization.