Salesforce based invoicing solution
Business Requirements
Our client, is the leading provider of commercial and residential HVAC services, offering a team of expert technicians with the skills to service any brand or type of heating and cooling equipment, The company strives to be the top choice for all commercial air conditioning and HVAC requirements. Our client is committed to being the go-to choice for all commercial air conditioning and HVAC needs.
The requirement was to generate accurate invoices, catering to various modules such as line items, billing, and shipping addresses, start and end dates of services, and payment status indicating any outstanding or paid amounts, The generated invoices were expected to be well-structured, easily understandable, and informative, containing all the necessary details required for billing and payment purposes.
Solution
Salesforce was the preferred platform for generating invoices based on the number of items, as well as for creating a payment status from start to finish, indicating whether the payment was outstanding or completed. The process of developing invoices involved establishing billing and invoicing workflows, which involved gathering information such as customer details, product descriptions, and pricing information.
The integration of Avalara tax software was employed into Salesforce to ensure country-level and state-level tax compliance. This allowed for precise and reliable invoicing that adhered to all applicable tax regulations. Salesforce invoicing facilitated the monitoring of payment status on a monthly, quarterly, or yearly basis, making it simple to manage outstanding payments, contact clients, and maintain a consistent cash flow.
Once the order processing is finished, the customer will be directed to a PDF invoice containing essential details such as item names, unit prices, quantities, amounts, discounts, net amounts, and total taxes for each invoice line item.
Additionally, provided a range of customizable reporting tools that permitted organizations to analyze their invoicing and payment processes, identify areas for improvement, and streamline their workflows for greater efficiency and effectiveness. Salesforce invoicing was an excellent solution for companies seeking to streamline their invoicing and payment procedures, optimize their cash flow, and enhance their financial management. With its robust features and flexible reporting capabilities.
Technology Stack
A full salesforce tech stack was utilized.
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