Salesforce Billing automates the entire billing process from quotes through invoices, handling recurring charges, usage-based billing, and contract changes. It syncs with your ERP, tracks payments by line item, and ensures accuracy and compliance across the billing lifecycle.
Salesforce Billing automates the entire billing process, freeing up finance to focus on strategic decisions. When a sales rep closes a deal with Salesforce, CPQ Finance gets the information they need automatically. The data from the quote drives the order, which then drives the invoice, ensuring accuracy and regulatory compliance at every customer touchpoint information like charge type, billing type, next billing date and billing frequency is captured seamlessly, making it easy to invoice customers for the right amount at the right time and for usage based products. Consumption data flows into the system so you only charge customers for what they use. For recurring products, you can automatically post invoices at predefined intervals like daily, weekly or monthly, accept and track payments by line item while keeping the invoice up to date and send customer data to your ERP system. As the customer relationship grows, Salesforce Billing makes it easy to respond to contract changes, updating new invoices with upgrades, add ons and amendments, keeping your billing process simple, accurate and fast. Visit Trailhead to get started and see how you can automate the whole billing process with Salesforce Billing. Blaze your trail with Salesforce.
