FinancialForce Billing Features List

FinancialForce Billing

Subscription & usage billing for Salesforce CRM

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FinancialForce Billing Feature Summary

  • 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
  • Automated tax calculations
  • List views and scheduled jobs
  • One time or batch invoice generation
  • Approval processes for credit note requests
  • ClickLink field mapping tool

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