Automate Your Invoicing Process With Salesforce Billing

If you’re finding it difficult to keep on top of your invoicing process, you’re not alone. It’s a prevalent problem for businesses and can be extremely frustrating, with 84% of companies finding themselves struggling with internal payment operations issues.

Salesforce Billing is the perfect tool for businesses looking to streamline their financial operations. With Salesforce Billing, you can manage all invoices and payments in one place, get paid faster, and avoid manual data entry errors. The various tools offered by Salesforce Billing make it easy to stay on top of your invoicing process and provide you with everything you need to succeed.

Read on to learn more about Salesforce Billing and how it simplifies your business’ invoicing process below.

What is Salesforce Billing? | Pracedo | Summit (Platinum) Salesforce Partner

What is Salesforce Billing?

Salesforce Billing is a cloud-based solution that makes it easy to process bills and payments of all kinds. It also helps organisations keep track of customer bills, payments and invoices – all in one platform.

This makes it easier for your team to automate the entire invoicing process. This means that businesses can save time as they don’t have to generate invoices manually. In addition to this, Salesforce Billing enables organisations to accept and distribute payments conveniently – a seemingly invaluable tool for businesses of all sizes.

How does Salesforce Billing efficiently process your product orders?

The product catalogue is used to capture billing and pricing information for every product/service in your business. With Salesforce Billing, additional components, such as billing frequency, tax codes and revenue recognition will be introduced to your existing product catalogue.

These components can then be used to drive your ordering and invoicing schedules based on the products that your customers have purchased. For example, the billing frequency could be set monthly, quarterly, annually, or based on an individual agreement that you have with your customer.

This allows you to tailor your invoicing schedule to your customers’ needs. As a consequence, once a customer orders a product, it will automatically inherit the billing configuration and use these values, enabling an efficient invoicing process for your organisation. This reduces the need for manual data entry and ensures that your customer is always billed correctly.

Flexible billing methods 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.

Conveniently create usage-based invoices with Salesforce Billing

If you are a business that provides usage-based products and services, such as telecommunications, TV cable networks and video streaming services, then you may be worried about generating inaccurate invoices.

After all, if your customers are only paying for what they use, it’s important to ensure they are only charged for the exact amount that they have used. Fortunately, Salesforce Billing allows you to accurately reconcile and send your invoices based on customers’ usage transactions, which can help you avoid any revenue loss.

As you can see, with Salesforce Billing, staying on top of and managing your finances has never been easier. And on top of that, you can also give your customers the best possible deal on your products and services throughout.

Why choose Pracedo to implement Salesforce Billing?

Making sure that you keep your invoices on track and bill your customers accurately can be a frustrating task. But it doesn’t have to be…

When it comes to streamlining your invoicing processes, you need a powerful tool as well as an expert implementation partner who can help you get the most out of it. This will ensure that you can streamline your entire invoicing process efficiently, freeing up your staff and avoiding common mistakes.

As a Platinum Partner, we will:

  1. Ensure that we understand your specific business requirements and develop a solution that optimises billing processes to help you improve your bottom line
  2. Offer best practice advice and guidance throughout the entire project
  3. Help you move from quote to invoices in seconds, making it easy to serve your customers expertly
  4. Guarantee your implementation is tailored to the specific needs of your business and make sure you get the most out of your investment
  5. Confirm your customers’ billing information is always up-to-date and accurate, and that you won’t miss out on any revenue

So, what are you waiting for? Get in touch with us today to get your Salesforce Billing journey started.


Pracedo is an award-winning Summit (Platinum) Salesforce Consulting Partner that delivers innovative Salesforce implementations to forward-thinking customers.

With over a decade of experience focused on Salesforce, we work with our customers to unlock the platform’s power through tailored implementations that facilitate achieving business goals and ambitions. Our team of certified Salesforce consultants globally provides a tailored consultancy service, drawing the breadth and depth of knowledge earned from over 1000 projects across our various locations in London, Melbourne, Brisbane, Amsterdam, and Belgrade.

Implementations and customisations include: Salesforce Sales CloudSalesforce Service CloudSalesforce Marketing CloudSalesforce Marketing Cloud Account EngagementSalesforce Revenue CloudSalesforce Experience Cloud and Salesforce Nonprofit Cloud.

Discover The Impact Of Pracedo