Invoices for Salesforce Reviews & Product Details

Invoice Automation to generate Invoices automatically then occurs. Minimize Errors, then reduce costs for customers

Better Customer Service

Making Salesforce Invoicing Work for Your Business. Review collected by and hosted on G2.com.

Sometimes customers filling the data correctly, but the invoice is not generated because some information is missing, so that time, how to fetch the correct details in customers. Review collected by and hosted on G2.com.

The rates and wages can be stored for permanent and no need to set them every time thus takes less time in creating invoices. Review collected by and hosted on G2.com.

Sometimes it causes problems in calculating rates Review collected by and hosted on G2.com.

Many attributes give us the ability to apply many customer service instances to a customer account. Review collected by and hosted on G2.com.

Some things can be confusing. The knowledge base definitely helps answer any confusing steps in the salesforce procedures. But if the kb is not updated it can be difficult. Review collected by and hosted on G2.com.

We can put in our needs, be able to change the needs as we expand into other revenues. details are very important to us, and we need the ability to change information and we can do that easily with Salesforce. Easy to follow easy to learn, easy to input Data. Keeping the records are so easy to find. The system is so helpful. Review collected by and hosted on G2.com.

Not much I don't like. This product measures up . I find if we have issues the support team if very nice and they fix the problem right away. The other systems we have used has been very difficult to fix sometimes we would lose records or they were deleted. that is lost revenue. We depend on Salesforce, and they come through for us. Review collected by and hosted on G2.com.

I like invoice for salesforce a lot because it’s really easy to bill clients and prospects directly through our crm with templates and integration. Review collected by and hosted on G2.com.

I don’t like the fact that it can be very slow to use and converting leads can be difficult Review collected by and hosted on G2.com.

Our company used this app on a daily basis to generate invoices from opportunity products, and the invoice scheduling capability was vital for our unique billing scenarios. Building templates and billing scenarios was easy once you got the hang of it, but it did take a fair bit of time. Review collected by and hosted on G2.com.

There should be a knowledge centre or user manual to enable customers to help themselves learn how to use the app without a phone call. Taxes were a little painful to work with since they required a checkbox per opportunity product to trigger the apex to calculate the taxes on the invoice, which meant some tax fields were null while others were populated. I'd prefer zeros instead of null values, but I just added formula fields to the invoice object to correct for that. Review collected by and hosted on G2.com.

There is invoice templates in Salesforce Classic that allows for an individual to just choose which one they like. Otherwise, businesses are able to customize if they wanted. It is very easy to edit the invoice to include appropriate information including logo. Also you can add products that easily label what is invoiced so there is no confusion. Review collected by and hosted on G2.com.

I don't understand the "Opportunity" tab or how that is relevant to my work. I don't touch it at all. I am unsure of what it would help with. Review collected by and hosted on G2.com.

The compatibility between this and salesforce Review collected by and hosted on G2.com.

the downloads can sometimes be unclear and hard to format Review collected by and hosted on G2.com.

I really liked how easy it was to send invoices via a crm and get then approved instantly Review collected by and hosted on G2.com.

I didnt like that the button to send it would break and have to contact IT Review collected by and hosted on G2.com.