Send 50 invoices in 30 sec with 1 click, and start saving time and money
Send from 1 to 100s of invoices that look exactly the way you want, without rekeying a thing, in minutes, and accurate every time.
Stay on top of what is paid and what is outstanding as you record payments against your invoices, and track your customers life cycle, from sales to cash.
Be prepared to cancel out invoices and issue credit notes if and when the need arises.
Automate dunning to reduce the time and effort to collect overdue debt while keeping everybody in the loop
Get a complete view of your receivables with our out-of-the-box Accounts Receivable dashboard, or build your own.
Have the invoices automatically flow in real time into your Accounting and ERP systems, or sent to electronic invoice delivery hubs.
The ability to process 50 invoices in 30 seconds with 1 click is certainly one key differentiator from other solutions, but this is just one outcome. What makes Invoices for Salesforce® essentially different is our new approach to invoicing.
At its core what this new approach does is it combines billing scenarios, a new concept, and invoice templates into bespoke billing processes. This way companies can implement their own custom-made billing process, or processes, by designing billing scenarios and invoice templates to fit their exact needs. So rather than forcing you to adjust your billing around a stiff solution, Invoices for Salesforce® lets you build your own, designed by you, and for you.
Whether you offer products or services, whether they are one-time, recurring, or usage-based, or whether you receive donations, it always comes down to devising the specific billing scenario that applies in each case.
Whether you need to add taxes or shipping to your invoices, whether you offer discounts, or need your invoices to be in different currencies and languages, the platform invoice template editor makes it easy to include the data from your Salesforce records you want to display in your invoices, and design their layout to look the way you want. So instead of imposing on you a fixed invoice layout to which you are only allowed to add your company logo, Invoices for Salesforce® gives you full control over your invoice documents data, and their look-and-feel, down to the last pixel.
Invoices for Salesforce® is more than yet another billing app. Invoices for Salesforce® is a billing platform that lets you design and run your own custom-made billing flows, and puts you in complete control over the composition and content of your invoices, no matter what you sell and how you sell it. And thanks to our new approach to invoicing you can process your invoices in batches, on top of one-at-a-time with individual mode, to get your entire company routine billing done in minutes, using clicks, and accurately every time without the need to rekey a thing.
But we did not stop at billing. We supplemented invoices with payments so you can manage your cashflows, and you can stay on top of your invoices outstanding balances, alongside your customers and sales information. And if invoices remain unpaid after their due date and become overdue, you can streamline the collections process using Salesforce out-of-the-box automation tools, and keeping everybody in your organization in the loop.
Invoices for Salesforce® is the billing platform that puts you in complete control over your billing process in Salesforce®, now and as your needs change going forward, and it does that differently than anything you've seen before.
Learn first hand from users in our Appechange listing reviews.
The platform's invoice template editor was designed to offer you unlimited possibilities to compose the layout and content of your invoice documents, and yet be simple to use. Here are a few invoice samples to showcase what it can do.
