FinancialForce Billing

FinancialForce.com has achieved a breakthrough in cloud computing: completely scaleable, multi-company, multi-currency financial management tools – on demand.

FinancialForce Billing:

• Created by CODA – the finance systems specialist
• Ready integrated for use with the Salesforce CRM application, for better business process support:
  • Either alongside FinancialForce Accounting
  • Or bridging the gap into any financials or ERP system
• Regular releases for fast availability of enhancements
• Delivered as a reliable on-demand service by salesforce.com.

FinancialForce Billing offers affordability, rapid implementation and flexible deployment for organizations of all types and sizes, with the added benefits of sharing an unrivalled stable, secure and proven platform.

And all for a straightforward, great-value monthly rental fee.

FinancialForce Billing at a glance

The latest release builds on the success of our initial CODA 2go accounts receivable offering, to provide dedicated, role-based tools and information to carry out your customer invoicing more easily and effectively.

• Salesforce CRM integration

  – offering seamless, out-of-the-box, free-of-charge pre-integration with Salesforce CRM. This enables the finance team to use information from the CRM system (e.g. account, product, price book or other details held there), without rekeying, to issue invoices more quickly and accurately. The example delivered in the application is for opportunity to invoice – i.e. enabling you to convert an opportunity straight to an invoice. However, you can initiate a financial transaction from any event in Salesforce CRM (whether it’s a standard or custom object). So, an invoice can be produced from any billable activity you have captured in Salesforce CRM..

• Sales invoices

  – enabling more streamlined and accurate sales invoice creation and processing. Clear, intuitive tools for creating, editing, viewing, printing and issuing invoices – either entering the details manually or using customer and order details from Salesforce CRM as a starting point, saving time and avoiding the need to rekey information from a separate system.

• Credit notes

  – fast, straightforward and accurate credit note creation and processing. Clear, intuitive tools for creating, editing, viewing, printing and issuing credit notes – either entering the details manually or directly from an existing invoice as a starting point, to save time and avoid rekeying of information.

• Reporting and Dashboards

  – better role-related information and process visibility. FinancialForce Billing users also gain a range of ready-made and customizable financial reports and dashboards, which provide a clearer view of the information they need to support them in their day-to-day work.

• Workflow and Attachments

  – the application’s document management capabilities ensure swift, efficient production of invoices, including easily configured, automated circulation of draft documents for approval and the flexibility to attach additional information, such as purchase orders or quotations to help ensure swifter settlement.

Discover more about the specific features and benefits of FinancialForce Accounting

• Discover more about the specific features and benefits of FinancialForce Billing »
• FinancialForce Accounting – a complete, enterprise-level cloud accounting solution »
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• FinancialForce XL – extract and work with your data in Microsoft Excel® »
• FinancialForce Print Formatter – flexible document design and output »