Many organisations already manage their customer relationships in Salesforce, but still create their invoices in a separate accounting package, a standalone invoicing tool, or even manually in Word and Excel. That means duplicate work, the risk of errors, and a process that swallows up time all over again every month. By invoicing from Salesforce, you bring sales, administration and customer communication together in one place: in the system where your customer data already lives anyway.
Automatic, professional PDF invoices
The Billing Platform generates invoices automatically as PDFs, fully in line with your house style: your logo, colours and layout. You no longer have to format or export anything. The invoice is built from the data already held in Salesforce, so it is always correct and looks polished.
Invoices in the right language
If you work with international customers, the platform automatically recognises the customer’s language or location settings and generates the invoice in the right language. No manual switching between templates, no errors: your customer always receives a recognisable invoice in their own language.
Allocate revenue cleanly
With start and end dates on invoice lines, the platform spreads the revenue across the correct months. This is not only tidy for your bookkeeping, but also enables reliable forecasting: you see exactly which revenue falls in which period.
Subscriptions and recurring invoicing
If you sell subscriptions or service contracts, the platform automates the recurring invoicing at the interval you choose (monthly, quarterly or annually). Invoices are created automatically as soon as an interval elapses, including dynamic adjustment for upgrades and downgrades.
Automated payment reminders
If a customer does not pay on time, the platform automatically sends reminders (up to three, with a tone, timing and frequency that you set yourself). This shortens your accounts receivable period without your team having to chase by phone manually.
Collecting payments via Stripe
Through the integration with Stripe, you collect payments using multiple methods: SEPA direct debit, credit card and PayPal. Incoming payments are registered automatically and matched to the right invoice, so your administration is always up to date.
One integrated process
The strength lies in the coherence: sales, invoicing, payments and customer communication sit in one CRM-based solution instead of separate tools. This eliminates manual calculations, exports and intermediate steps, and gives your team time back for work that really matters.
Curious what this means for your organisation? Discover the Billing Platform or book a demo.