Salesforce Product Schedules and Recurring Invoicing

Salesforce Product Schedules and Recurring Invoicing

Integration with Salesforce.com Product Schedules is now available. Lot of customers have been asking us for supporting Product Schedule for recurring invoicing and billing, and now we have the support for it.

Who would benefit from it?

Firms providing Software Subscriptions based products and services.

Publication firms magazine, online content, elearning etc

Services companies providing utilities like waste management, telecom, insurance, day care and others

Healthcare firms providing on-going services like weight management, home-health and others

How does it work?

Setup your product schedule as you would normally setup in Salesforce. Setup your dates and occurrences

Setup up scheduler to run every day, week or month. The scheduler provided calculates the next invoice date and updates the next invoice date (custom) field in Opportunity. Use a workflow to update the Generate flag for next invoice.

You are done! DBSync will pickup all invoices as the dates come due and will generate Invoice, Sales Order, Sales Receipt as per Generate Field in opportunity.

This setup can easily be extended to address most of the business processes around recurring invoice payments.

Installation:

Login to DBSync

Click on Library

Add the process library for Recurring template and use the installation document to install the application.

Once you install the application, setup the scheduler provided in the installation to match your billing cycle

As the scheduler runs in the interval assigned, it will mark the corresponding opportunity to generate one of the accounting documents like Invoice, Sales Receipt etc.

The next time DBSync runs the invoicing process, it will pickup all the Opportunities and process it for invoicing as per setup for Invoice or Sales Receipts.

Please feel free to contact us at support@avankia.com or call 1-877-739-2818 to get more information about Salesforce to database integration or Salesforce to Quickbooks synchronization.

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