Invoicing from Salesforce is entirely possible, from generating professional PDF invoices to subscription management, automatic collection via Stripe and a connection to your accounting package. With the Billing Platform you bring sales, invoicing, payments and customer communication together in the system where your customer data already lives. In this article we set out all the possibilities, including the costs and the way you get started.
Can I invoice from Salesforce?
Yes, with the Billing Platform you invoice entirely from Salesforce. Invoices are generated as PDFs based on product type, language and location, in your own house style. You no longer need a separate invoicing tool, Word templates or manual exports: the whole order-to-cash process runs within your CRM.
Many organisations already manage their customer relationships in Salesforce, but still create their invoices in a separate accounting package, a standalone invoicing tool, or even manually in Word and Excel. That means duplicate work, the risk of errors, and a process that swallows up time all over again every month. Amounts are retyped, customer data drifts apart, and nobody has a complete picture of what has been invoiced and what is still outstanding.
By invoicing from Salesforce, that break disappears. The opportunity, the invoice, the payment and the customer communication sit in one environment. Your sales team, your administration and your management look at the same up-to-date figures, without intermediate steps and without manual calculations.
How does invoicing from Salesforce work in practice?
The process runs in four steps: a deal is closed, the invoice is generated automatically, the amount is collected via Stripe, and follow-up and reporting happen automatically. You configure the process once, after which every subsequent invoice is created without manual work.
In concrete terms, it looks like this:
- Deal closed: with a closed-won opportunity, the subscription or order is activated automatically.
- Invoice generated: the right invoice is created, in draft or immediately active, in the right language and the right template.
- Collected automatically: via Stripe, the amount is collected using the customer’s preferred method.
- Followed up and reported: reminders go out automatically and all figures appear live on your dashboards.
Because the invoice is built from data already held in Salesforce, it always matches what was sold. There is no longer a moment at which someone retypes amounts or picks the wrong template.
You decide how much control you build in. If you want to review every invoice as a draft before it goes out, you can. If you want to automate the process fully, the invoice goes out immediately active as soon as the deal is done.
What can the Billing Platform do for your invoices?
The platform generates invoices automatically as PDFs, fully in your house style, and recognises the customer’s language and location as it does so. In addition, it allocates revenue cleanly to the correct months and provides real-time insight into your entire invoicing process through reports and dashboards.
The most important capabilities at a glance:
- Professional PDF invoices: formatted with your logo, colours and layout, with customisable templates per administration.
- Invoices in the right language: the platform automatically recognises the customer’s language or location settings and generates the invoice in the right language, without manual switching between templates.
- Revenue allocation: with start and end dates on invoice lines, the proceeds are spread across the correct months, for clean revenue recognition and reliable forecasting.
- Reports and dashboards: real-time insight into payment intents, subscriptions without an active payment method, and the performance of your invoicing process.
Revenue allocation in particular deserves a closer look. Anyone who invoices an annual contract in one go will want to spread the proceeds across twelve months in the accounts. The platform supports this deferred revenue in the Pro licence, so you see exactly which revenue falls in which period.
Can I invoice subscriptions and recurring revenue automatically?
Yes. If you sell subscriptions or service contracts, the platform automates the recurring invoicing at the interval you choose: monthly, quarterly or annually. Invoices are created automatically as soon as an interval elapses, including dynamic price adjustment for upgrades and downgrades of the subscription.
You sell subscriptions directly from Opportunities. As soon as a deal is set to closed-won, subscription management activates the invoicing automatically. There is no separate register to maintain of which customer should receive an invoice and when: the contract in Salesforce is the source.
For organisations with recurring revenue, there is also real-time insight into Monthly Recurring Revenue. You see at a glance how your MRR is developing and which subscriptions need attention, for example because no payment method has been linked to them yet.
How do I automate payments and reminders?
Through the Payment Collection App, which connects Salesforce to Stripe, you collect automatically using the customer’s preferred method: direct debit (SEPA), credit card or PayPal. If a customer does not pay on time, the platform automatically sends payment reminders at the moments you set yourself.
Payment methods are managed securely in Salesforce, and incoming payments are registered automatically and matched to the right invoice. Your administration is therefore always up to date, without anyone having to work through bank statements.
Accounts receivable management thereby becomes largely hands-off. Reminders go out automatically, with a tone, timing and frequency that you determine yourself, and you keep an overview of outstanding amounts linked to credit limits. This shortens your debtor period without your team having to chase by phone manually.
Can I pass invoices through to my accounting package?
Yes. The Billing Platform connects to Exact Online, Unit4 Multivers and Microsoft Dynamics 365 Business Central, among others. For Exact Online you use the dedicated Influx for Exact Online, for Business Central the Influx for Business Central. The Pro licence offers full ERP integration.
That closes the loop: the invoice is created in Salesforce, paid via Stripe and lands automatically in your accounts. Invoices, customers and payments synchronise between both systems, so your financial administration is correct without duplicate entry.
Many customers combine the Billing Platform with the Exact connection to automate the entire journey, from quote to general ledger. Enriching customer data and validating VAT numbers is also possible, so invoices leave the door legally correct and ready for e-invoicing.
What does invoicing from Salesforce cost?
The Billing Platform comes in three licences: Start at 250 euros per month, Flow at 379 euros per month, and Pro with custom pricing. Start covers creating, generating and sending invoices; Flow adds subscription and accounts receivable management; Pro extends this with deferred revenue, payment gateways and ERP integration.
The three plans in brief:
- Start (250 euros per month): create invoices in Salesforce, generate PDF invoices and send invoices.
- Flow (379 euros per month, the most popular choice): everything in Start, plus subscription management, accounts receivable management, automatic invoicing from subscriptions, invoicing based on contract terms and Flow Automation Rules.
- Pro (custom pricing): everything in Flow, plus deferred revenue, payment gateways, automatic direct debit and credit card collection, and ERP integration.
You can start small and grow: upgrading is always possible. There is also a free trial period, so you can try the platform in your own environment, without obligation, before you choose. Weigh the cost of a licence against the hours your administration currently spends every month on manual invoicing, chasing payments and retyping, and the sums usually add up quickly.
If you wish, our consultants take care of the implementation and give your team training, so you can work independently with the platform quickly.
Want to experience invoicing from Salesforce for yourself?
Curious what the Billing Platform means for your organisation? Visit the product page for all the functionality, or contact us for a demo or a free trial environment. We are happy to think along with you about the setup that fits your invoicing process.