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Salesforce Field Service and Billing Connector

Invoice from Work Orders

Overview

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses.

1 of 3

  • BILL FOR LABOR, PARTS or EXPENSES IN SALESFORCE Create a consolidated invoice for each billable work order line item

  • ENHANCED INVOICING AND PAYMENT VISIBILITY FOR FIELD SERVICE Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue within Salesforce

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses. The goal of the connector is to allow the creation of Sales Orders and Invoices from the Work Order and its associated objects: Work Order Line Items, Products Consumed and Expenses. Salesforce Billing capabilities enhance invoicing and payment visibility: Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue. The connector supports the following use cases: - On-demand creation of a Sales Order from a Work Order - On-demand creation of a Sales Order and an Invoice from a Work Order - Automated creation of a Sales Order from a Work Order - Automated creation of a Sales Order and an Invoice from a Work Order - Creation of multiple Sales Orders and/or Invoices from a single Work Order (staggered invoicing)

Categories

Business Needs
Field Service
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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