Salesforce.com is the leading CRM and a great choice for companies who wish to track customer information and create custom workflows for their use. Tracking Accounts, Leads, Opportunities and such is super important for companies and their sales reps. It’s a CRM. It should be good at this stuff.
Where Salesforce leaves off is after you’ve received the business from an account. At that point, it’s up to the back office to invoice, receive payment, and making sure the collections are all up to date.
Forward thinking companies have been asking Autofy to bring this function into Salesforce for years. The benefits of being able to invoice and track the customer payments from one place makes sense and is a huge benefit.
All companies should take advantage of this capability since it brings to light, in the CRM, the exact state of the customer. Imagine being a sales rep and see that a customer is behind on their invoice payments, or the status of an order. It’s really helpful.
After 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.
For 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. No more data entry or errors. Just an automated way to invoice customers and see payment details.
Here’s how it works
When an opportunity in Salesforce is marked as Closed/Won, this represents that it is time to invoice the customer. With the Autofy Invoice and Payment package, you can create the invoice directly in Salesforce. The invoice can either be a partial or complete invoice, depending on how you invoice. 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.
Create as many invoices against an Account or Opportunity as desired.
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. In QuickBooks, the invoice will match with 0 data entry.
When invoices are paid, the payments can be entered either in Salesforce or QuickBooks. Payments are associated with the customer and can be marked as a payment against a specific invoice, as well as the payment method. All the same fields that you fill in inside QuickBooks are now available to Salesforce.
Wherever they are entered, Autofy will automatically synchronize them to the other location. Full visibility into your accounting, without needing to leave Salesforce.
How easy is it?
(you’re minutes away from success)
The Autofy Invoice and Payment package is available free of charge to install into any Salesforce organization. It does not require QuickBooks in order to be used and can be used no matter what accounting system you use. If your company uses QuickBooks, then synchronizing the data between the two can happen easily with an Autofy account and we offer a free trial.
The package itself can be added to an organization immediately and requires no configuration or customization. It takes just minutes.
Adding Autofy to the mix is likewise as easy to setup. It just requires you to connect Autofy to your two applications simply by giving it API access using our built-in setup wizard.