SteelBrick Billing

With SteelBrick Billing, you can seamlessly integrate your invoicing, collections, taxes, and reporting into one platform, all within Salesforce. In addition, SteelBrick Billing can manage revenue and billing for subscriptions, one-time billing, and usage-based billing scenarios. Save your company time and money while providing a streamlined user experience for your customers. 

Check out some of the benefits of using SteelBrick Billing to learn how we can help your company.

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Billing Invoicing Software
Invoice_iPad.png

Invoice

Automate the invoicing process for all of your clients.

  • Create and send invoices on the go, from any device
  • Generate invoices in bulk for orders and subscriptions
  • Configure and schedule multiple billing cycles
  • Automatically reconcile invoices and get notified of failed or missing ones
  • Easily integrate invoicing with your accounting system
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Subscription Billing

Manage services that are billed on a recurring basis

  • Create and manage subscriptions with flexible terms
  • Easily configure trial periods and setup charges
  • Manage “Freemiums” and evergreen (non-expiring) subscriptions
  • Set up subscriptions to auto-renew, saving you time
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Subscription Billing Software
Billing Online Payment Gateway

Payments

Manage and collect payments without processing complications.

  • Collect payments against your invoices
  • Handle partial payments or allocate a single payment against multiple invoices
  • Store credit card details for your customers, and notify them before card expiration
  • Manage the dunning process to follow-up on failed payments
  • Re-allocate and refund payments and handle payment disputes
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Manage Sales Tax and VAT

Easily manage taxes and run reports to feed them to your accounting system.

  • Sell and bill in multiple currencies
  • Manage all of your VAT, Sales Tax, Use Tax, GST/PST/HST calculations
  • Configure tax rates by product category (wholesale, resale) or customer category (country, state, city, zip code)
  • Manage compounded tax calculations and configure tax exemptions
  • Export product tax values to your accounting system
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Sales Tax and VAT - Billing Software
Revenue Recognition Billing Software

Revenue Recognition

Quickly recognize revenue and report on quotes, orders, invoices, and payments.

  • Create completely customizable reports and dashboards
  • Easily identify top-spending customers, most profitable customers, and most successful pricing models
  • Forecast sales and project cashflow to assist in budgeting
  • Report on the profitability of your team and tie incentives to the actual revenue they generate
  • Improve speed, accuracy, capacity and cashflow
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Why is Native on Salesforce important?

SteelBrick is built and delivered directly on the Salesforce Platform and Salesforce Mobile App, making selling even easier.

  • 100% Native means it looks and acts like Salesforce for fast adoption
  • No special skills required – a Salesforce Admin can manage the app
  • Exceptional reliability, scalability and security – same as Salesforce
  • Accelerate sales with one click quote creation from your phone or tablet
  • Use standard Salesforce product and price books
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Billing on multiple devices