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EasyFlow Invoices | Salesforce-native invoice management

Invoice management made easy. With EasyFlow invoices.

Overview

EasyFlow Invoices offers you a simple but comprehensive standard process for your accounting in Salesforce. And it's 100% native. This allows you to easily automate your accounting. Your bonus: free implementation!

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  • 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
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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
Salesforce Shield
Managed Package
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English
German

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