Automatically generate recurring invoices with total flexibility
Quickly setup your preferred schedules with Sales Invoice Plan Templates and associate to your Salesforce products. Invoice your customers on weekly, monthly, quarterly or annual frequencies, all within Salesforce.
Batch create and send multiple invoices with 1 click
Batch create invoices to be sent via email, attached as a PDF or save invoices as drafts for later review.
Post multiple invoices to the ledger and automated revenue recognition
journals are created for you.
View and track Sales Invoice Plan statistics.
Each sales invoice plan displays detailed information such as the last invoice creation date, when the next invoice will be generated, the invoices already generated and more.
Gain detailed insights through Salesforce reports and dashboards.
“We are now able to process our sales to payments, without almost zero manual intervention. ” – Andrew Martin, CEO, SymStor
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