Automate Your Invoicing Process With Salesforce Billing

As your business grows, you’ll quickly realise that creating and sending out your invoices is incredibly time-consuming and challenging from an administration point of view. That’s why most businesses invest in an invoice scheduler to automate their invoicing process from start to finish

Your organisation can further keep track of all your existing invoices by determining a form of billing trigger. By doing this, you ensure that your customers are always kept up to date about their outstanding invoices and avoid any potential misunderstandings.

Setting up a billing trigger allows you to automatically send out an invoice whenever you require it to go out. There are two types of triggers that Salesforce Billing evaluates when invoicing orders: the first one is the Bill Now trigger, where the customer can choose to receive the invoice upon placing an order.

This is a quick and easy way for non-recurring orders, and it’s also great for testing purposes, where you can review the invoice. The second form of trigger is created through an Invoice Scheduler, which is an automated process that evaluates orders based on a predefined schedule of your choice.

On the other hand, if you need to invoice a customer for a small order outside of your regular billing schedule, you can simply use the Bill Now trigger, as it facilitates you to place a one-time order with ease.