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INVOICING

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  2. 1

    Creating the Invoice

  3. 2

    Showing Invoice Lines

  4. 3

    Showing Usage Summaries

  5. 4

    Collecting Payment

  6. 5

    360-Degree View of the Customer

  • Creating the Invoice

    1. Creating the Invoice

    Salesforce CPQ & Billing can handle a wide range of requirements as we hand off from sales to finance. With Salesforce Billing, you can create an invoice from the order. This is one of the many ways we can bring sales and finance together and create a smooth lead-to-payment cycle for the customer

  • Showing Invoice Lines

    2. Showing Invoice Lines

    Clearly see all the products/services that are added to the invoice. Also visible here is the frequency at which each item is billed to the customer.

  • Showing Usage Summaries

    3. Showing Usage Summaries

    Salesforce Billing will rate invoices for any pricing model set up on the quote. In this quote, there was a usage-based product that had 1,000 monthly transactions and tiered overages. Normally a nightmare to track, Salesforce Billing makes it simple.

  • Collecting Payment

    4. Collecting Payment

    Salesforce Billing can handle and track customer payments from credit cards, ACH, or purchase orders. You can also see how adding credits or other changes affects the balance.

  • 360-Degree View of the Customer

    5. 360-Degree View of the Customer

    From lead to payment we now have a complete view into this customer's relationship. Bringing sales and finance together to smoothly manage the sales cycle creates an unbeatable customer experience.

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