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Running your billing on Salesforce will enable your organisation to have a complete view of your customers on the Salesforce platform. Your business will be able to accurately and quickly Invoice customers based on their Sales Order data, automating and validating the front to back end process ensuring Billing Documents are generated and sent as soon as possible.
With your billing data available on platform, you gain a ‘Lead’ to ‘Cash’ view of your customers. This allows you to better serve customers and identify potential opportunities.
Management can track expected vs actual revenue coming into the business and identify upcoming cash flow issues using a single platform.
Salesforce billing solutions can support a combination of:
– Recurring Billing
– One-time Billing
– Usage/Consumption Billing
– Milestone/Scheduled Billing
Specify Invoice creation to customer specific requirements with a few clicks. Split One-Time and recurring charges onto separate invoices or generate invoices per customer PO with ease. You choose the criteria, we execute.
Gain total control over when and what Sales Invoices are created. Schedule a billing run ahead of time or launch when ready, it’s entirely up to you! We provide you with the tools to specifically target the right data for edge cases.
Manually review and send billing documents or target specific records for auto sending. Set criteria and run document sends automatically or at an interval of your choosing.
With all your data in one place, providing one central source of truth, billing on Salesforce allows Credit Control to view billing information in real time at the click of a button.
Reduce admin tasks with automated workflows, which simplify processes, reduce errors and drastically increase efficiency.
With your billing contacts and outstanding invoices in one place, platform automation can be leveraged to execute flexible dunning processes ensuring you are chasing payments on time and increasing collection rates.
Send your desired accounting data to your Accounting System using one of our recommended integration tools.
Capture payments and allocate on platform or send data back to Salesforce to keep on top of outstanding invoices. We support allocation at both document header or document line level.
Find out more about Billing on Salesforce
If you’re considering moving your billing to Salesforce or you just want more information, we’re happy to answer all your questions and get you set up. Simply fill out the form, or for immediate assistance, call us on 08456 525 625