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.
Unlock recurring and consumption revenue while supporting milestone, one-time, and hybrid charge models. Streamline quote-to-cash across CPQ, contracts, orders, and billing with a complete revenue management solution.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Simplify complex credit management while maintaining transparency. Automatically apply credit memos, process refunds, and manage partial payments without manual intervention.
Automate follow-up for overdue accounts. Unify reminders and notifications across channels, and harness AI to recommend next best actions based on customer history.
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