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EasyFlow Invoices | Salesforce-native invoice management

Invoice management made easy. With EasyFlow invoices.

Overview

  • EASY BILLING EasyFlow Invoices automatically creates invoice records based on the status of your opportunity. You can also bill for your services in full after the project is complete or in part during the project.

  • EASY PAYMENT RECEIPT EasyFlow Invoices tracks your incoming payments in a dedicated data structure and automatically sets the status in the invoice record to “Paid” when your customers have settled their outstanding invoices.

  • EASY CANCELLATION AND REMINDER PROCESSES With EasyFlow Invoices, you can automatically and easily create reminder and cancellation records based on status. Track the progress of each process via a status display in the respective data record.

EasyFlow Invoices is the perfect solution for organizing your entire invoicing process in Salesforce. From billing to financial overview. The app offers you a simple but comprehensive standard process for managing your invoicing processes in your Salesforce SalesCloud. 100% native, simple, and intuitive. No frills. It is important to us that you can get started right away with EasyFlow Invoices and automate your processes. That's why we offer 𝟭𝗛 𝗞𝗢𝗦𝗧𝗘𝗡𝗟𝗢𝗦𝗘 𝗜𝗠𝗣𝗟𝗘𝗠𝗘𝗡𝗧𝗜𝗘 𝗥𝗨𝗡𝗚. This means no time-consuming and costly implementation or additional work on your part! We keep it simple. Would you also like to scale and automate your business with EasyFlow? Then visit our website www.easyflowapps.com to learn more and book a demo, or contact us by email at info@easyflowapps.com. Tip: Check out our EasyFlow Projects app for automated and simple project management natively in Salesforce!

Categories

Business Needs
Accounting
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Salesforce Mobile

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