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Invoices for Salesforce

Starting at $49 USD per user per month Try it FREE for 30 days Annual Plan: $ 49 user/month, paid annually Monthly Plan: $ 63 user/month, paid monthly

Discounts available for nonprofits

Rating

(131)

Listed On

1/31/2012

Latest Release

10/25/2017

CATEGORIES

Accounting
Efficient invoicing/billing and receivables right within Salesforce

Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing. This is what Invoices for Salesforce does. Simple !

  • Bulk invoicing in 1-click. Efficiently.
  • Take charge of your invoices content. Artfully.
  • Accounts/Receivables in your palm. Anytime, anywhere.
In bulk mode the app creates an invoice record and a PDF for all your sales in 1-click.####So your billing process only takes a few clicks, even if you have hundreds of invoices at a time, and it is done in moments. The invoice PDF document can be automatically delivered via email to your customers, or aggregated in a single file for batch printing.####The app adjusts to your billing needs and not the other way around. It fits into your billing requirements regardless of your product types, sale terms, and your unique Salesforce customization - e.g. products with one time payment, installments, subscriptions, donations, recurring donations, and basically, any structure you have.####We understand the importance of your invoice documents. This is the one document you can be sure customers look at. This is why we put you in complete control of the design, layout, and content of your invoice templates.####And we did not stop there. You can record payments against your invoices, and let the app automatically maintain their payment status and customer balances. And with the A/R dashboard you have a complete view of the business from sales, through invoices, to payments.

Highlights

  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 20
  • Custom Applications: 1
  • Custom Tabs: 5

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
You can use any of the browsers and versions supported by Salesforce.

Support Invoices for Salesforce licences include free online case submission to support you in every step of using our application. To submit a case visit the Support section in our website. All enquires are answered within 24 hours, and that is a promise !.

Additional Information

Package Name
Invoices for Salesforce
Version
Summer 17/5.1.1 / 5.1.1
First Release
1/31/2012
Latest Release
10/25/2017
Languages
Kognoz
Montevideo, Uruguay
Founded
2004
Phone
+ 598 2900 0159

Kognoz is an all-around cloud development company. From day one we have embraced the cloud, and have been developing bespoke applications for our clients on the major cloud platforms: Force.com and Amazon AWS. ####Our Force.com development experience ranges from extending Salesforce to streamline companies unique processes, integrations between Salesforce and external systems, to several Force.com commercial applications for both, internal and online users.####We feel blessed because of the opportunities we had, and are grateful for the business. But above all what drives our company is the satisfaction of building great applications for our customers. Invoices for Salesforce is a good reflection of that. We took a fresh look at billing in a CRM, and designed a very simple, yet powerful app that is changing the way people look at invoicing now. ####If you are happy with your invoicing process but are looking for a team to carry out custom development to further extend Salesforce, or integrate it with external systems, please get in touch. We would love to hear from you.

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