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PAYMENTS

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    Managing Orders

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    Managing Orders (Continued)

  4. 3

    Activate the Order

  5. 4

    Create the Invoice

  • Managing Orders

    1. Managing Orders

    Salesforce Billing replaces the multiple systems typically used by finance to create orders, send invoices, and collect payments. With all of this on one platform, life gets much easier.

  • Managing Orders (Continued)

    2. Managing Orders (Continued)

    From within the order, you can see all the quoted items and how they're billed (monthly, quarterly, in arrears, in advance, and so on). To save you time, this information is applied to invoices.

  • Activate the Order

    3. Activate the Order

    Here is where you usually hand off to the finance department and where traditional systems require extensive integration and a whole other price book, SKUs, and so on.

  • Create the Invoice

    4. Create the Invoice

    From the order, Salesforce Billing can immediately generate an accurate first invoice for the customer, taking into account products and if items are billed monthly, quarterly, and so on.

    Finish
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