Salesforce Field Service and Billing Connector
By Salesforce LabsField Service
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2021
About Salesforce Field Service and Billing Connector
Invoice from Work Orders
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)
Highlights
- 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
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 24, 2021
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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