Invoice automation, end to end
Custom invoices generated in Salesforce straight from the contract terms. The system works out the billing schedule itself — a quarterly contract produces four invoices covering every period — builds the documents, sends them to the customer, and moves the status to Paid once payment lands. No manual step anywhere.
An end-to-end billing process inside Salesforce, covering the full cycle from invoice generation to payment confirmation. The logic is driven by the contract: the system reads the billing frequency — monthly, quarterly, annual — and creates the right number of invoices with correct dates and amounts for each period. Documents are produced from a custom template, sent to the customer and tracked by status, moving to Paid automatically once payment arrives. The result is no manual work, no missed invoices, and a real-time picture of receivables.