What features are available when I start invoicing from Salesforce?

Invoicing from Salesforce allows organizations to automate the entire process—from creation to payment. Instead of separate tools or manual steps, invoicing becomes part of the daily workflow in your CRM. With Resolve IT’s Billing Module, you not only streamline the administrative side, but also the customer experience.

In this blog, you can read about the features that are immediately available when you start invoicing in Salesforce.

Automatic PDF invoice generation

An invoice should be professional, recognizable, and error-free. Within the Billing Module, invoices are automatically generated as PDFs, fully in line with your corporate identity. This includes your own logo, color scheme, and layout that matches your customers’ administration.
The system ensures that invoices can be sent directly from Salesforce — without exporting or intermediate steps. This saves time and reduces the risk of errors.

Allocation of monthly revenue

For companies with ongoing contracts or project-based revenue, it is important to distribute income correctly over time. The module makes this easy by linking start and end dates to invoice lines. This allows you to automatically allocate revenue to specific months.
This eliminates manual calculations, ensures accurate reporting, and enables reliable forecasts. This gives you real-time insight into your financial performance at all times.

Automated invoice reminders

No one likes sending payment reminders, but they are necessary for a healthy cash flow. That’s why Salesforce allows you to set up automatic invoice reminders.
After the due date, the system automatically sends a friendly message, followed by a second or third reminder if necessary. You determine the tone, timing, and frequency yourself. This ensures that reminders remain professional and consistent, without manual follow-up.

Language recognition

Do you work internationally? Then it is important that customers receive invoices in their own language and according to their local rules.
The Billing Module automatically recognizes the customer’s language or location settings and generates invoices in the correct language. This prevents misunderstandings, ensures compliance with local regulations, and provides a consistent experience, wherever your customer is located.

Subscription Management

More and more organizations are working with recurring revenue models. The Billing Module fully supports this by automatically invoicing subscriptions based on pre-set interval conditions.
Whether it concerns monthly licenses, quarterly subscriptions, or annual service contracts, the system ensures error-free processing and accurate revenue registration. This makes recurring revenue transparent and reliable.

Automated payment collection

Finally: payments.
By linking Salesforce to Stripe, customers can pay directly using the method that suits them best—such as SEPA, credit card, or PayPal. Payments are automatically recorded and linked to the correct invoices. This eliminates manual checks and makes administrative processes faster and more reliable.

One integrated billing process

Billing from Salesforce is more than just a functional extension. It brings together all aspects of your business operations: sales, administration, and customer communication.
With the Billing Module, you have a single integrated solution that effortlessly combines invoices, payments, and reports. Less manual work, more control, and a more professional experience for your customers.

Want to know more?

Read more in our blog “How does the automated payment collection process work?” or request a demo to see how the Billing Module can automate your invoicing within Salesforce.

Request a demo