Invoice Management in Revenue Management

Preview, generate, number, and deliver invoices and their PDF documents, and predict invoice risk.

• Billing Forecast
  Billing Forecast estimates upcoming invoice charges before invoices are created. Review projected charges to understand expected billing and discuss estimates with customers.
• Preview Invoices
  Preview invoices for the next two billing periods of orders, quotes, accounts, or billing schedule groups to verify order products, discounts, amendments, cancellations, and tax calculations.
• Generate Invoices in Revenue Management
  Schedule invoice runs to generate invoices from billing schedules or generate invoices directly from accounts or orders. Create standalone invoices or import invoices from an external system.
• Generate Invoice PDF Documents
  After invoices are generated, generate PDF documents for a batch of invoices or a single invoice.
• Send Invoices Through Email
  Ensure regional compliance by sending invoices through emails to your customers after the invoices are posted and before the payment due date. Customize your preferences at various levels in your Salesforce org to choose the way emails are delivered to your customers.
• Invoice Risk Score (Pilot)
  Invoice Risk Scoring uses invoice data and predictive AI to estimate the likelihood that payment for an open invoice will be delayed beyond its due date. Learn how risk scores and risk levels are displayed on invoice records to help identify potential payment risks.
• Billing Operations Console
  Monitor invoices, credit memos, and invoice schedules with ease. Manage billing transactions effectively with timely insights into revenue transaction log errors and failed invoices.