“Our core business involves taking a large volume of small orders from consumers on our own self-service e-commerce site. Because it’s native to Salesforce it also allows for easy integration with existing workflows and great reporting.” Ananda Robie It has allowed us to quickly and easily create and send invoices to several hundred students who are enrolled in our online courses.
The Quotes & Invoices team got everything up and running for us quickly and it had nearly perfect out-of-the-box functionality which required very little customization from our team. “We use Quotes & Invoices along with Linvio’s PaymentConnect and Events product for a perfect solution to all of our donation, events and invoicing needs. Linvio Quotes & Invoices is available on the Salesforce AppExchange. Linvio Quotes & Invoices is Salesforce Lightning ready and can be used in either Lightning Experience or the Classic Salesforce UI. Linvio Quotes & Invoice runs natively in Salesforce, giving you and your Salesforce environment realtime access to customer information and transaction data when it’s needed. Packaged and custom reporting in Salesforce can be used to keep track of outstanding and paid invoices, annual and quarterly receipts, product sales by category, and more. Pre-built Visualforce pages included in Quotes & Invoices allow your customer to view scheduled invoices, past payments and stored payment methods inside a secure Salesforce portal environment.
Our invoice wizard walks you through the process, and includes a library for quick insert of terms & conditions. Create Online InvoicesĬlick-to-publish online invoices can be published to your site or community, allowing your customer to review and pay online with a credit card or through ACH bank transfer. When the customer approves and pays the quote online, built-in workflow can be used to automate the next step. Quotes & Invoices extends Salesforce features allowing your sales reps to send online sales quotes from the standard Opportunity record. The Linvion Quotes & Invoices package enables native CPQ, invoicing and online payments for Salesforce Send Quotes from Opportunities
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