Invoicing in Salesforce

Question

Hi! In our Customer Service/Success division We charge customers for service calls based on bringing inventory items and labor costs. Until recently we have been invoicing via an email PDF and waiting for checks. Recently started using Square to take credit card payments, but it is a band-aid solution. Right now, we have created a custom object called "service calls" that pulls parts and labor prices and then manually copy this for invoicing. Anyone used Stripe, or integrated Square with SFDC? Open to all ideas!

Jayson Morales · Answer

Hi Leor,   Check out this article for salesforce billing:   https://help.salesforce.com/articleView?id=blng_payments_overview.htm&type=5   Hope that helps.

Invoicing in Salesforce

Customer Service

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