Streamlining Invoice Management with Our New Invoice Plan Vizualizer Application

Business Challenges We're Addressing 

Managing invoicing processes efficiently can be a complex and time-consuming task, particularly when dealing with various objects and custom billing requirements. Sales teams often face the following challenges: 

1. Manual Invoicing Efforts: Generating and scheduling invoices manually is not only labor-intensive but also prone to errors, especially when handling multiple quotes and billing schedules. 

1. Lack of Flexibility: Standard invoicing solutions may not provide the flexibility to customize billing frequencies or adapt to unique customer requirements. 

1. Approval Delays: The gap between quote approval and invoice generation can delay cash flow and impact operational efficiency. 

1. Scalability Issues: As businesses grow, manually managing invoicing processes becomes increasingly cumbersome, particularly when integrating with existing systems. 

Our Solution 

Introducing the Invoice Schedule Preview application—a comprehensive solution designed to streamline and enhance the invoicing process across Salesforce. This application offers a range of features and functionalities aimed at addressing the challenges faced by sales teams and businesses. Here’s how it works: 

Key Features and Functionality 

1. Automated Invoice Scheduling Upon Quote Approval: 

•  Quote Approval: Once a quote is approved, the Invoice Schedule preview app automatically generates an invoice schedule, eliminating manual intervention and ensuring timely billing

2. Manual Schedule Generation: 

• Quote Checkbox: Sales representatives can manually create invoice schedules by toggling a checkbox on the quote detail page. This feature is particularly useful for quotes that need scheduling before approval or for the legacy quote where we need to create schedules in bulk for many quotes. 

3. Schedule Creation with Button Click: 

• Button Action to Create Schedules: After quote approval, the ‘Generate Invoice Schedule’ button allows sales reps to create schedules effortlessly. This button is also available for other objects, providing flexibility across different use cases. 

4. Customizable First Invoice Schedule End Date: 

• Customizable First Schedule: Sales reps can adjust the end date of the first invoice schedule to either align with the current year-end or follow the standard schedule pattern. This feature is beneficial for mid-year start dates

Flexible Configuration for Any Object: 

• Configuration Object Schema: Users can configure the Invoice Schedule preview app to generate schedules for any object by setting up parent and child objects and defining specific criteria.

Advantages Over Competitive Products 

1. Enhanced Flexibility: Unlike many competitive products, our Invoice Schedule preview app allows customization of billing frequencies and end dates, providing tailored solutions for various customer needs. 

   
   

1. Seamless Integration: Built on Salesforce CPQ, the application leverages exist Salesforce capabilities while planning to become a standalone solution in future phases, ensuring better integration with Sales Cloud. 

   
   

2. Automated and Manual Options: Offers both automated invoice generation upon quote approval and manual scheduling options, giving sales teams greater control and efficiency. 

   
   

3. User-Friendly Interface: With intuitive features such as checkboxes and button actions, the Invoice Schedule preview app simplifies the process of generating and managing invoices. 

   
   

4. Scalability: Designed to scale business growth, our application supports flexible configurations and adaptations, reducing the complexity of managing invoicing processes as your business expands. 

By addressing key invoicing challenges with automation, flexibility, and ease of use, the Invoice Schedule preview app is set to transform how businesses manage their billing processes, ensuring greater efficiency and accuracy. 

Setting up Smart Revenue App in Salesforce 

a. Setting up your Smart Revenue App within Salesforce is simple. 

i. Visit the AppExchange platform by navigating to appexchange.salesforce.com. 

ii. In the search bar, enter "Invoice Schedule Preview App" and click the search icon. 

iii. Locate the " Invoice Schedule Preview App " listing from the search results and click on the app listing page, click the "Get It Now" button. 

v. Log in to your Salesforce account using your credentials. 

vi. Grant the necessary permissions to Invoice Schedule Preview App by following the prompts. Ensure that you have the required administrator privileges. 

vii. Choose the Salesforce instance where you want to install the app. You may have multiple instances if you have sandboxes or development environments. 

viii. Select the appropriate installation option: 

Install for Admins Only: Only administrators will have access to the Invoice Schedule Preview App. 

Install for All Users: All users in your Salesforce org will have access to the Invoice Schedule Preview App.

Review the terms and conditions and click the "Confirm and install" button. 

ix. The installation process will begin, and you'll be redirected to a progress page. Wait for the installation to be completed. 

x. Once the installation is finished, you will receive an email confirmation from Salesforce. 

xi. After installation, go to the Salesforce Setup menu. 

xii. In the left sidebar, search for "Installed Package." 

xiii. You should be able to see the " Invoice Schedule App ". 

b. Installation Setup in Salesforce Org: 

i. Return to your Salesforce org and navigate to the App Launcher (the nine dot grid icon) in the top-left corner. 

ii. Open the App Launcher and search for " Invoice Schedule." Click on the app icon to launch it. 

iii. The Invoice Schedule Preview App is now successfully installed and ready for setup.

Explore the future of invoicing with our comprehensive solution and experience a seamless integration with Salesforce CPQ that evolves with your business needs. 

Conclusion:

The Invoice Schedule Preview app is a powerful and efficient tool designed to simplify the process of creating invoices. By streamlining the scheduling and previewing of invoices, our app ensures accuracy, reduces manual effort, and enhances financial management for your business. Whether you are managing recurring bills or one-time invoices, Invoice Schedule Preview provides a seamless experience, helping you stay organized and on top of your billing cycles. With its user-friendly interface and robust features, this app is an essential addition to any business looking to optimize their invoicing process.