Hello Everyone,

Currently we send invoices (attached to Sales Invoice object via attachments) to clients using conga’s email button and the amount in the invoices are not cumulative. As a result, if clients already have an overdue invoice and is sent a subsequent invoice, they tend to just pay the latter invoice, resulting in the overdue invoice not being paid.

We want to reduce the number of debtors and to reduce the number of Email reminders required from the Finance team to follow up with clients on overdue invoices. Essentially, we should be able to provide our clients a platform where they can view all their invoices (Current + Overdue +Paid).

I’d appreciate if you can guide me on how to achieve this without creating salesforce login for them? Can this be achieved using Salesforce communities portal ? Or by storing invoices in storage clouds like box.com and having SF plugin ?

Thanks,

Sai