Complete Invoicing
in Salesforce
– Configured in Minutes
Customizable integrations with Banking, Payments, Accounting, Project Management, Time Tracking tools, and E-Invoicing to boost ROI.
Compliant with KSeF requirements in Poland.
3 minutes
Setup
& Configuration
& Configuration
1 click
E-Invoice
Generation
100%
Native
to Salesforce
to Salesforce
Automated Invoicing in Salesforce
Facturio is an end-to-end invoicing solution offering quick setup and a seamless user experience directly within Salesforce. It eliminates the need for third-party tools and complex implementations.
Benefits
100% Salesforce Native:
Unified 360° customer view with all data in one place.
Fast Onboarding:
Rapid and seamless adoption for Salesforce users.
Quick Setup & Configuration:
Start automating invoicing immediately with no complex integrations.
Simple, yet Comprehensive:
Leverage e-invoicing, QR codes, and advanced features for an end-to-end invoicing experience.
E-Invoices in Accordance with EU Standard
- Generate EU-compliant XML files with a single click.
- Ensure automatic electronic processing of issued invoices.
- Accelerate time-to-payment for your invoices.
Automatic Invoice Creation
- Generate invoices from any Salesforce object including Opportunities, Quotes, and Orders.
- Prepare draft invoices and preview with the built-in generator.
- Ensure accuracy with customizable numbering patterns and automatic checks for missing numbers.
Customizable Invoice Design
- Adjust layouts, fonts, colors, and visual elements to meet the design and unique styles of your company and subsidiaries.
- Personalize predefined email templates for professional client communication.
Tax and Regulatory Compliance
- Generate unique invoice numbers for legal traceability.
- Easily create correction invoices when needed.
- Generate and send e-invoices in various formats to meet regional government regulations.
- Multiple tax rate calculations with separate reporting.
Flexible Invoice Generation & Distribution
- Automate bulk creation, distribution, correction invoices, and reminders.
- Create PDF using the built-in tool, Aveneer Document Generator (recommended), or integrate with third-party tools.
- Generate and add QR codes to invoices for a streamlined payment process.
Payment Management & Reporting
- Monitor payments and invoices with full visibility.
- Automate reminders for overdue payments.
- Track finances and manage payments with custom dashboards.
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