Invoices for Salesforce

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.