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Review on Invoices for Salesforce by Jesus Baker

Revainrating 5 out of 5

Invoices for Salesforce - Very user friendly & helpful app

It's so much easier to create an invoice from within my Salesforce account. I can also link the customer to their payment history which helps me keep track of all payments made for each of our clients. Sometimes it doesn't show up as paid but we've found that this only happens when certain conditions have been met (ie - if no one has logged into SF recently). Definitely recommend! We're solving many problems here at work by having all of our accounts under SF. Not being able to see pending bills was a problem before, now with Invoice For Salesforce there isn't too big of a hassle. I like that we can keep track of all our invoices and payments in one place. It's easy to set up and customize to fit your needs. I wish there was an option to have more than one person approve each invoice before it goes out. We use this software to manage our invoices and payments. It helps us stay organized and keep track of everything in one place.

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Pros
  • Also extremely convenient tool keeping records about any financial activity or expense you do.It really comes handy whenever needed especially because its integrated inside sales force platform making accesses fast