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Other Lead-to-Invoice Integration Considerations
Look at other important factors to consider when implementing Salesforce Billing as a lead-to-invoice solution. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
- Fulfillment and Provisioning
- Synchronized fulfillment and provisioning processes ensure that customers are invoiced at the appropriate time. Salesforce Billing handles this information on the order and order product objects, which store information for how much to invoice the customer, how frequently to invoice, and when to invoice. Before passing this information to the invoice in Salesforce Billing, consider the other fulfillment and provisioning activities that your implementation requires. For example, you may need other integrations such as shipping carriers or custom software systems that provide license key generation that tell Salesforce Billing when to start invoicing. This data flow ensures that invoicing occurs at the proper time relative to when the customer receives their good or service.
- Subscription and Asset Management
- Salesforce CPQ and Billing let you manage subscriptions and assets over time and oversee how this information converts into an order and invoice. Some customers may use the contract, subscription, and asset objects to integrate with other systems such as a BI or ERP. The information on these objects can help businesses understand their customers better and provide reporting data such as customer churn, upsell and cross-sell scenarios, and product popularity.
- Invoice Adjustments
- Human error, customer concerns, or fee changes often require invoice balance adjustments, cancellations, or recreations. Since the invoice is a legal record, users can’t change its balances directly. However, you can use Salesforce Billing’s credit note and debit note features to apply balance changes and keep records of these changes available for bookkeeping.
- When a user makes a credit or debit adjustment transaction in Salesforce Billing, the ERP system must receive a record of this transaction so it can adjust the balance for payment collection. Communicating this information downstream is also important for financial reporting and general ledger management.
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