Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
💳
Salesforce Advanced Billing · Invoicing, Payments, Recognition
Turn every order into invoiced, collected, recognized revenue.
Advanced Billing implementation and optimization — so invoicing, payments, and revenue recognition run automatically on the same platform you sell from.
✓Order → cash, automated end to end
✓Usage + recurring billed on one engine
✓Rev rec schedules done right
salesforce-advanced-billing · live
Invoice · INV-30912
ORDER-8821 · AUTO-GENERATED
AUTO-GENERATED
Description
Type
Amount
Enterprise Platform
Recurring
$36,000.00
Mid-term seats — 18
Proration
$1,260.00
Overage — usage above tier
Usage
$1,440.00
Annual prepay credit
Credit
−$1,800.00
Total invoiced
$36,900.00
Revenue recognized monthly · 12-period schedule
Trusted by 80+ companies worldwide
The work
Billing that finishes what your sales process starts.
Advanced Billing closes the gap between a closed deal and collected cash. Orders flow into invoices automatically, payments are captured and reconciled, and revenue is recognized on the right schedule — all inside Salesforce, on the data your teams already trust.
We implement billing on top of your quoting and order process so the whole order-to-cash cycle works as one flow — no exports, no separate billing tool to reconcile, no manual month-end scramble.
🔗
Pairs with CPQ or Revenue Cloud quoting
So quote, order, and invoice stay perfectly in sync from day one.❌ Without Advanced Billing
📊Prorations and usage charges in spreadsheets
📧Reminders sent when someone remembers
🔄Finance rebuilds recognition schedules by hand
⏱️Manual month-end reconciliation with billing tool
💸Revenue sits uncollected, DSO climbs
✓ With Advanced Billing
⚡Invoices generated automatically from orders
💳Dunning and retries run on schedule
📈Recognition schedules follow billing automatically
🔁One platform — quote, order, invoice, recognize
✅Finance closes faster with clean, auditable data
Where cash gets stuck
The billing breakdowns we fix.
Three places where the order-to-cash cycle breaks down — and how we close them.
01
🧮
Invoices built by hand
Prorations, mid-term changes, and usage charges get worked out in spreadsheets and retyped — where small errors turn into credit notes and disputes. We automate invoicing straight from the order.
02
📬
Cash collected late
Reminders go out when someone remembers, so days-sales-outstanding climbs and revenue sits uncollected. We automate dunning, retries, and payment capture so collections run on schedule.
03
📋
Revenue recognition by spreadsheet
Finance rebuilds recognition schedules by hand every close — slow and error-prone. We set up rules-based recognition that follows your billing automatically, so close is faster and cleaner.
What you get
Everything from invoice to recognized revenue.
Advanced Billing configured to how you invoice, collect, and recognize — connected to your quoting and finance systems.
⚡
Automated invoicing
Invoices generated from orders and amendments, with prorations, schedules, and consolidation handled for you — no manual assembly.
📊
Usage & recurring billing
Recurring, usage-based, and one-time charges billed accurately together every cycle, with rating and consolidation handled automatically.
💳
Payments & collections
Capture payments, automate dunning and retries, and bring DSO down without any manual chasing or reminder scheduling.
🔄
Credits, refunds & adjustments
Mid-term changes, credit memos, and refunds applied cleanly and traceably — no manual journal entries or spreadsheet corrections.
📈
Revenue recognition
Rules-based recognition schedules that follow billing automatically, so finance closes faster with auditable, policy-compliant data.
🏦
Finance & ERP integration
Billing data flows to your ERP, GL, and tax engines so cash and ledgers stay aligned without manual reconciliation.
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.
1
📦
Order
Closed deal becomes a billable order with terms intact
2
🧾
Invoice
Charges rated and an accurate invoice generated on schedule
3
💳
Collect
Payments captured, dunning and retries automated
4
📈
Recognize
Revenue recognized on rules-based schedules
5
📊
Report
Clean data flows to finance, ERP, and reporting
Built for
Finance and RevOps teams that need billing to keep up.
If your order-to-cash process involves manual steps, a disconnected billing tool, or spreadsheet-driven recognition, this engagement is built for you.
Subs
Subscription & recurring revenue
Renewals, co-terms, upgrades, and mid-term changes all hit billing. You need prorations, schedules, and recognition handled automatically and correctly every cycle.
Usage
Usage-based & consumption models
You bill on metered usage, overages, or tiers and need rating that's accurate every cycle — not a spreadsheet reconciled after the fact by the finance team.
Stack
Replacing a disconnected billing tool
Your CRM and billing system drift apart and finance reconciles by hand. Consolidating billing onto Salesforce ends the month-end firefight for good.
How we work
Advanced Billing, implemented in six steps.
A structured process designed to get billing live accurately, connect it to your payments and finance stack, and keep quoting and invoicing in sync throughout.
Step 01
Assess
Map order-to-cash
We review pricing, billing rules, payment flows, and how revenue is recognized today — and flag exactly where cash leaks or stalls.
Step 02
Design
Model billing & rev rec
Invoice timing, proration rules, usage rating, dunning policy, credits, and recognition schedules — designed with finance before build.
Step 03
Build
Configure billing
Advanced Billing set up in a sandbox with invoicing, payments, and recognition wired in from the start — sprint demos throughout.
Step 04
Integrate
Connect payments & ERP
Payment gateways, ERP, GL, and tax tools linked via native connectors or APIs so cash and ledgers stay in sync automatically.
Step 05
Test
Run real billing cycles
UAT across invoicing, prorations, usage rating, payment capture, dunning, and recognition — with real edge cases proven before go-live.
Step 06
Launch
Go live & optimize
Cutover, first live billing run, finance training, and hypercare — then ongoing tuning of rating, collections, and rev rec rules.
Let'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 and recognition can be automated end to end.
Ready to automate order-to-cash?
Get a free billing assessment — we'll map your flow and show exactly where automation wins.
Good questions
Frequently asked.
What most finance and RevOps teams want to know before starting a billing engagement.
It's the billing layer that extends Salesforce quoting and ordering into full order-to-cash — automating invoicing, payments, collections, and revenue recognition inside Salesforce instead of a separate billing system.
Yes. Billing pairs with your quoting and order process so quote, order, and invoice stay in sync. We'll confirm the right fit for your setup, whether you're on CPQ today or moving to Revenue Cloud.
Yes. Recurring, usage-based, and one-time charges are billed accurately on the same cycle, with prorations and consolidation handled automatically — no separate reconciliation required.
Yes. Rules-based recognition schedules follow your billing automatically, reducing manual spreadsheet work and helping finance close faster with auditable, policy-compliant data.
We integrate payment gateways, ERP, GL, and tax engines via native connectors or custom APIs — so captured cash and recognized revenue stay aligned with your ledgers automatically.