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Salesforce Billing Platform

Gain a 360 view of your customers billing on Salesforce

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

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Benefits of Billing on Salesforce

Flexible Invoicing

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.

Schedule Billing Runs or Kick Off As Needed

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.

Billing Document Scheduling

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.

Real Time Reporting

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.

Automated Workflows

Reduce admin tasks with automated workflows, which simplify processes, reduce errors and drastically increase efficiency.

Dunning Processes

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.

Finance Integration

Send your desired accounting data to your Accounting System using one of our recommended integration tools.

Payment Reconciliation

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

Find Out More

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

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