A holistic view of our Revenue Cloud Billing solution.

Revenue Cloud Billing

Unify selling and billing for a seamless customer experience. Work from a single revenue platform to reduce errors and accelerate cash flow. Support billing operations and self-service with agents to improve efficiency and reduce costs. Automate invoicing and financial accounting in CRM. Integrate flexibly with ERP systems.

Put customers at the center of billing.

Offer customers a consistent, unified experience across ordering channels and billing. Improve customer satisfaction and reduce friction by providing clear and accurate invoicing. Generate invoices easily with native document generation.

Agentforce for Sales pulls up the latest customer invoice.

Reduce errors and accelerate cash flow with sales teams, billing administrators, and finance teams all working from a single revenue platform. Minimize billing discrepancies with teams able to access the same transaction data.

Review billing details directly inside your CRM.

Automate routine billing tasks with Agentforce for Service. Let AI agents handle self-service functions like invoice requests, balance inquiries, payments, and charge clarifications. Improve efficiency and reduce costs by freeing up service reps to focus on more complex tasks.

AI service agent previews invoice details in no time.
Agentforce for Sales pulls up the latest customer invoice.
Review billing details directly inside your CRM.
AI service agent previews invoice details in no time.

Bill for any revenue model.

Support advanced consumption models like prepaid, virtual currency, and rollover concepts with a digital wallet. Reduce billing shock by offering users and customers full visibility into charges, and provide alerts based on rated totals.

Detailed look at reviewing consumption models in real time.

Seamlessly bill for subscription and milestone-based products. Support the full lifecycle of amendments such as changes, adds, removes, suspends, resumes, cancels, and renewals with configurable charge alignment and proration calculation settings.

View of how to configure subscription and milestone-based products.

Drive growth with hybrid models and custom configurations. Customize billing structures to offer unique solutions for different customers. Unlock new revenue streams and cater to the evolving needs of your customers and business.

Customizable billing models, flexible to business needs.
Detailed look at reviewing consumption models in real time.
View of how to configure subscription and milestone-based products.
Customizable billing models, flexible to business needs.

Invoice fast and accurately.

Create and update invoices automatically, on any schedule, with traceability to the quote and order. Gain full insight into charges and adjustments with visibility into invoices, credit memos, and journal entries.

Invoice generation in just a few clicks.

Simplify complex tax calculations. Integrate with external tax engines to automatically calculate taxes for each invoice line. Build trust with customers by showing how taxes were calculated.

Tax calculations integrated into additional pricing information.

Power journal entries, closing periods, and currency conversions with a flexible, built-in accounting backbone. Synchronize billing data to your ERP or allow Salesforce to function as a sub-ledger while synchronizing journal entries.

View of recent journal entries synchronized into CRM.
Invoice generation in just a few clicks.
Tax calculations integrated into additional pricing information.
View of recent journal entries synchronized into CRM.

Automate payments, credit management, and collections.

Automate payment processes across both electronic payment methods and gateways based on customer preferences. Drive payment application to invoices, and seamlessly process gateway settlements with rules-based configuration.

View of simple, automated payment processing.

Simplify complex credit management while maintaining transparency. Automatically apply credit memos, process refunds, and manage partial payments without manual intervention.

Applying credit memos directly inside CRM.

Automate follow-up for overdue accounts. Unify reminders and notifications across channels, and harness AI to recommend next best actions based on customer history. 

Easily suspend and resume billing with a few clicks.
View of simple, automated payment processing.
Applying credit memos directly inside CRM.
Easily suspend and resume billing with a few clicks.

Learn more about revenue lifecycle management tools on Trailhead.

Get the most out of your Revenue Lifecycle Management software with partner apps and experts.

Accelerate revenue growth with the help of Salesforce consulting partners.

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