A frequently asked question: can I send invoices directly from Salesforce? By nature, Salesforce does not offer this functionality, but with the Billing Platform it becomes possible, and even largely automatic.
From deal to invoice
Closed deals are converted into contract lines, which then automatically become invoices on set dates. Opportunities can also be converted into subscriptions with automated, recurring invoicing.
What the platform does
- PDF invoices are generated automatically, in the right language and based on customer preferences and location.
- Automatic reminders go out as soon as an invoice falls due.
- Payment status is tracked: which invoices have been paid and which are still outstanding.
- Multiple payment methods: credit card, direct debit and PayPal, via the Payment Collection App that connects Salesforce with Stripe.
- Revenue allocation: invoices can be assigned to specific months.
Linked to your bookkeeping
The platform integrates with systems such as Exact Online and Microsoft Dynamics, so invoices flow through to your administration. More than 100 organisations have used our solutions since 2014.
Ready for more
Once you start invoicing, you can easily expand with subscriptions, direct debit and accounts receivable management. Discover the Billing Platform or book a demo.