Payments are associated with the customer and can be marked as a payment against a specific invoice, as well as the payment method. When invoices are paid, the payments can be entered either in Salesforce or QuickBooks. In QuickBooks, the invoice will match with 0 data entry. Once an invoice is saved, if you use Autofy to synchronize with QuickBooks, it will automatically be created in QuickBooks using the Account as the customer and the products as the appropriate line items. The invoice can be associated with the opportunity for tracking so that when you view the opportunity, you can see the corresponding invoices for it.Ĭreate as many invoices against an Account or Opportunity as desired. The invoice can either be a partial or complete invoice, depending on how you invoice. With the Autofy Invoice and Payment package, you can create the invoice directly in Salesforce. When an opportunity in Salesforce is marked as Closed/Won, this represents that it is time to invoice the customer. Just an automated way to invoice customers and see payment details. It’s really helpful.Īfter seeing this same scenario for several years and working with many great Salesforce Partners to implement an integration using custom solutions they’ve created, we decided to integrate this whole flow with a seamless invoice package that gets installed directly in your org.įor Salesforce companies that use QuickBooks as their accounting system, the package can be with the Autofy integration service to automatically sync invoices and payments between these systems. Imagine being a sales rep and see that a customer is behind on their invoice payments, or the status of an order. The benefits of being able to invoice and track the customer payments from one place makes sense and is a huge benefit.Īll companies should take advantage of this capability since it brings to light, in the CRM, the exact state of the customer. At that point, it’s up to the back office to invoice, receive payment, and making sure the collections are all up to date.įorward thinking companies have been asking Autofy to bring this function into Salesforce for years. Where Salesforce leaves off is after you’ve received the business from an account. Tracking Accounts, Leads, Opportunities and such is super important for companies and their sales reps.
is the leading CRM and a great choice for companies who wish to track customer information and create custom workflows for their use.
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