Feature studies

Save a workday each month and get paid faster

Custom invoicing and payments that bend to your business — not the other way around

June 12, 2025

The Challenge

Data often lives in multiple places, payment rules don’t allow for exceptions or multiple workflows, or you are held hostage by your software provider with high processing fees.

The Solution

Build your invoicing and payment flows in Salesforce — the way you actually work. Ingest service data from apps, store cards on file, send payment links by text, on the fly — all without duct-tape integrations.

The Impact

Clients have replaced multiple different systems and software with one seamless billing mechanism inside Salesforce. For one client, invoicing went from a full 8-hour day monthly to just 90 minutes.

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