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Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
New
Agentforce Revenue Management + Billing
From signed deal to cash in the bank, on one platform.
We extend Revenue Cloud past the quote, into native billing, invoicing, payments, and collections, so revenue is recognized and collected without leaving Salesforce.
Order → Cash
Billed inside Salesforce
Usage + flat
Rated on one engine
Dunning
Automated, not manual
Invoice
INV-20418
Platform — Growth tier
$4,800.00
Seats — 24 added mid-term
$1,012.80
API usage — 1.2M calls
$960.00
Loyalty credit
−$250.00
Total due
$6,522.80
Trusted by Leading Companies
Our Globally 80+ Clients.
10+
Years of Salesforce Excellence
80+
Happy Clients
95%
Implementation Success Rate
Certified
Salesforce ISV & Consulting Partner
The work
Billing that lives where your revenue already does.
Billing in Revenue Cloud closes the last gap in quote-to-cash. Instead of handing orders to a separate billing system, invoices, payments, credits, and collections run natively inside Salesforce, on the same data your sales and finance teams already trust.
We implement Revenue Management and Billing together as one connected flow: configure, quote, contract, order, invoice, collect, and renew — with no swivel-chair handoffs and no reconciliation between systems that disagree.
🎁
Includes our self-service portal
So customers view and pay invoices themselves.100%
Native Salesforce billing
$0
Self-service portal, included
1×
One platform, one source of truth
0
Reconciliation between systems
Where cash gets stuck
The billing breakdowns we fix.
Three places where subscription businesses lose money every quarter — and how we fix them.
Invoices built by hand
Prorations, mid-term changes, and usage charges get calculated in spreadsheets and retyped into a billing tool, where small errors become credit notes and disputes. We automate invoice generation straight from the order.
Cash collected late
Payment reminders go out when someone remembers, so DSO creeps up and revenue sits uncollected. We automate dunning, retries, and payment capture so collections run on schedule.
Finance and CRM disagree
Sales says one number, billing says another, and finance reconciles by hand at month-end. One platform means one source of truth for what was sold, billed, and recognized.
What you get
Everything from rating to recognized revenue.
Revenue Management and Billing, delivered as one engagement, configured to how you price, invoice, and collect.
🧾
Automated invoicing
Invoices generated directly from orders and amendments, with prorations and schedules handled for you.
📊
Usage & metered billing
Rate usage-based, tiered, and flat-fee products on a single engine, billed accurately every cycle.
💳
Payments & collections
Capture payments, automate dunning and retries, and bring down days-sales-outstanding without manual chasing.
↩️
Credits, refunds & adjustments
Mid-term changes, credit notes, and refunds applied cleanly and traceably, no off-system workarounds.
🙋
Customer self-service billing
Customers view balances, download invoices, and pay from a branded portal — included free.
📈
Revenue recognition ready
Clean billing data and schedules that feed recognition and reporting, so finance closes faster.
How the money moves
One unbroken flow from order to recognized cash.
No exports, no retyping, no second system to reconcile against. Each step hands clean data to the next.
Step 01
Order
Closed deal becomes a billable order with terms intact.
→
Step 02
Rate
Usage, prorations, and tiers calculated automatically.
→
Step 03
Invoice
Accurate invoice generated and sent on schedule.
→
Step 04
Collect
Payments captured, dunning and retries automated.
→
Step 05
Recognize
Clean data flows to revenue recognition and reporting.
Built for
Teams that need billing to keep up with how they sell.
We work with B2B companies whose billing has to match the pace and complexity of how they sell — usage, subscriptions, mid-term changes, and all. If your invoicing can't keep up, we built this for you.
Usage
Usage-based & consumption models
You bill on metered usage, overages, or tiers and need rating that's accurate every cycle, not a spreadsheet someone reconciles after the fact.
Subs
Subscription & recurring revenue
Renewals, co-terms, upgrades, and mid-term changes all hit billing. You need prorations and schedules handled automatically and correctly.
Stack
Replacing a separate billing system
Your CRM and billing tool drift apart and finance reconciles by hand. Consolidating onto one platform ends the month-end firefight.
How we work
Revenue and billing, implemented together in six steps.
A structured process designed to reduce risk, move fast, and deliver a system that actually fits the way your team sells and bills today.
1
Assess
Map order-to-cash
We review pricing, billing rules, payment flows, and how revenue is recognized today, and flag where cash leaks.
2
Design
Model billing logic
Invoice timing, proration rules, usage rating, dunning policy, and credits, designed with finance before anything is built.
3
Build
Configure end to end
Revenue Management and Billing set up together in a sandbox, with invoicing and payments wired in from the start.
4
Integrate
Connect payments & ERP
Payment gateways, ERP, and tax tools linked via native connectors or APIs so cash and ledgers stay in sync.
5
Test
Run real billing cycles
UAT across invoicing, prorations, usage rating, payment capture, and dunning, with edge cases proven before go-live.
6
Launch
Go live & optimize
Cutover, first live billing run, training, and hypercare, then ongoing tuning of rating and collections.
Clients Feedback
Don't Just Take Our Word for It
★★★★★
Cloudy Wave played a key role in building our complex financial operations with Salesforce ERP software. Their deep technical expertise, combined with a responsive and reliable approach, helped us streamline processes and scale efficiently.
Razi Amin
Founder, ASPEN Capital Solutions LLC★★★★★
Over the past 8 years, Cloudy Wave has consistently delivered exceptional value. Their expertise in Salesforce ERP software, combined with a reliable and forward-thinking approach, has transformed our operations and enhanced our overall business performance.
Jason Siverman
Founder & Chief Evangelist, BenefitsGuide★★★★★
We've partnered with Cloudy Wave for over 8 years, and their expertise in Salesforce ERP software has been exceptional. They consistently deliver high-quality solutions and proactively recommend improvements that have enhanced our operations.
Robert Smith
Director, Zon Projects LtdLet's talk
Get a free billing assessment.
Tell us how you invoice and collect today. We'll map your order-to-cash flow and show where billing can be automated end to end.
Ready to bill where your revenue lives?
Get a free, tailored view of your order-to-cash flow and where billing can run end to end inside Salesforce.
Good questions
Frequently asked.
Quick answers to what most teams want to know before starting a Revenue Cloud Billing engagement.
Billing in Revenue Cloud is the newer native billing built into the Agentforce Revenue Management suite. It's a different product from the older Salesforce Billing managed package, and the two aren't run side by side. We'll help you choose the right path based on your needs, including ramp deals, usage, and early renewals.
Yes. Usage, tiered, and flat-fee products can be rated on a single engine, so consumption charges are calculated and invoiced accurately each cycle alongside recurring fees.
Yes. Our self-service portal, included with the engagement, lets customers view balances, download invoices, and pay, reducing inbound billing tickets for your team.
We integrate payment gateways, ERP, and tax engines via native connectors or custom APIs, so captured cash and recognized revenue stay aligned with your ledgers.
That's exactly how we deliver it. Quoting, contracting, ordering, invoicing, and collections are configured as one connected flow, so there are no handoffs between separately built systems.