Salesforce Billing

Salesforce Billing helps you integrate your front and back office functions with a complete revenue workflow.

Automate billing workflows to reduce manual errors and operating costs, stop revenue leakage and improve cash flow.

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Sales

Sales reps can:

Quickly generate accurate invoices from anywhere
Connect with finance for a smooth handover
Support payment collection: 360 view of the customer

RevOps

Revenue operations can:

Optimise the Customer Lifetime Value
Track metrics to improve customer retention
Cross-departments: a single platform for the Lead-to-Ledger process

Finance

Finance teams can:

Speed up revenue recognition with automation
Automate and allocate payments and consolidate invoicing
Decrease time to close month-end

Features:

Subscription billing

Automate recurring billing including usage-based billing, proration and flexible pricing.

Invoice management

Generate and manage invoices and credits with seamless proration. Provide automatic tax calculations on your orders.

Payment management

Automate payment processing, including credit card Including card payment, direct debits and wire transfers and payment reconciliation.

Dunning management

Automate dunning and collections workflows, including notifications and payment reminders.

Revenue recognition

Automation of revenue recognition process by removing the reliance on manual tasks and spreadsheets.

Integration

Integrate with compliance tax management solution, e-invoicing and utilise Salesforce Billing as an AR subledger into your ERP.

How does Salesforce Billing fit into your tech stack?

By leveraging Salesforce Billing, you can automate your billing and invoicing workflows, reduce errors, and increase efficiency. Speak to a member of the team to find out more.

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Advisory and implementation services

"We've been working with PhiX team on a very complex CPQ & Billing implementation project. They have really impressed with their ability to understand our business requirements, to help us improve our architecture, and to deliver quick results. I absolutely recommend them, and I would definitely work with them again in the future." Raphaël Brousse, Lifen

About PhiX Technologies

As a Salesforce Consulting and Implementation Partner with over 10 years of experience in the Quote-to-Cash market, we bring deep domain knowledge and commercial acumen to help you optimise your billing workflows.

Whether you need to manage complex pricing models or handle high volumes of transactions, we have the expertise to help you succeed. When you work with us, you can trust that you are partnering with a team of experts who can help you get the most out of Salesforce Billing and transform your billing process.

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