Home > Softwares > Accounting and Finance Software > Billing and Invoicing Software > FinancialForce Billing

FinancialForce Billing

Name: FinancialForce Billing
Rating: 4.5 (2 reviews)

By FinancialForce

972 Interested

Highlights : About FinancialForce Billing

Store invoices, payments, credits, refunds and more

Integration with FinancialForce Accounting

Automatic General Ledger and Accounts Receivable entries

About FinancialForce Billing

FinancialForce Billing is an automated billing and invoicing application designed to work with Salesforce CRM accounts to streamline the order to cash process and reduce invoicing errors. The app integrates with the Salesforce platform so that once a customer's order is closed in the CRM, FinancialForce Billing automatically generates invoices using the data already logged in the CRM. This automatic invoice creation tool increases the accuracy of information for both invoicing and accounting, connecting data among your CRM as well as your ERP system. FinancialForce Billing provides a single platform from which all teams can view and access all account related information including sales, services and billing. FinancialForce Billing optimizes your opportunity to cash cycle by ensuring that following deal closure invoicing processes happen without delay and with increased accuracy. The app lets you create invoices with one click from within Salesforce CRM using the data you have already entered. You can create invoices directly from any opportunity, support case or custom object captured in Salesforce CRM. These invoices can be customized for email or printing, or they can be posted online in a customer portal. All of the data related to these sales orders, invoices and accounts are all logged within FinancialForce for a single point of access of all transactions. Along with consolidating data between Salesforce CRM and FinancialForce Billing, the app also pushes data to your ERP system. FinancialForce auto-generates the associated General Ledger and Accounts Receivable entries for each invoice it creates. You can then choose to export these entries to your ERP system of choice. Any Accounts Receivable activity carried out in these ERP systems is then fed back to FinancialForce Billing for complete 360° visibility. The app can store invoices, payments, credits, refunds and write-off transactions on the customer account object.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

One-click invoice creation

Seamless integration with Salesforce CRM

Invoice creation from cases, opportunities and objects

Single view of all account activity

Automatic General Ledger and Accounts Receivable entries

Integration with your ERP

Integration with FinancialForce Accounting

Integration with Salesforce Chatter

2-way Accounts Receivable activity syncing

Store invoices, payments, credits, refunds and more

Post invoices in online customer portal

Customize invoices for email/ printing

Full account and revenue reporting

Support one-time bills, recurrent billing & payment schedule

Approval processes for credit note requests

Benefits

Integrates seamlessly with your Salesforce CRM account, syncing data between FinancialForce and Salesforce.

Create invoices with one click, automatically using data from opportunities, quotes and custom objects.

Customize invoice formats for email or printing. Upload invoices to an online customer portal.

Integrate FinancialForce Billing with FinancialForce Accounting or your ERP system of choice.

Provide sales and finance teams with a single point of access to all account, order and customer transactions.

Full account and revenue reporting with data from the Force.com platform.

Integrates with Salesforce Chatter, the enterprise social networking tool, to connect sales people with receivables and credit teams and improve communication.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO