How can you improve your invoice process so you can spend more time on more important things? Well that is exactly what Invoices for Salesforce does, through automation and harnessing the data already in your system. This app streamlines the process, so you can send out invoices and store them as PDF’s with just a few clicks. Not enough? Bulk jobs are available for those who need to really speed up their process.
Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.