Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, organize and generally streamline your invoices. Invoice documents can be customized to your billing requirements regardless of your product types, sale terms, and your unique Salesforce customization. It also gives you complete control of the design, layout, and content of your invoice templates!
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. This is what Invoices for Salesforce does.
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.