Billing Software

With Salesforce's billing app, you can seamlessly integrate your invoicing, collections, taxes, and reporting into one platform, all within Salesforce. You can also 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 Salesforce's billing app to learn how we can help your company.

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Billing Invoicing Software
Build an Invoice in Salesforce


Take the pain out of your invoicing process.

  • Create and approve invoices on the go, from any device
  • Automatically create invoices for subscriptions and recurring products
  • Create invoices for complex orders with configurable billing cycles and billing frequencies
  • Validate ongoing invoices with proactive notification of failed or missing charges
  • Easily integrate with accounting systems using transactional or summarized invoice data
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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
Collect payments through Salesforce Billing


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 - Salesforce Billing
Revenue Recognition on Mobile with Salesforce Billing

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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