Efficient billing processes are the backbone of any business, especially in today’s dynamic eCommerce and subscription-based economy. Delays or inaccuracies in invoicing can disrupt cash flow, impact customer satisfaction, and hinder growth. With Salesforce Billing, businesses can automate and streamline billing operations, ensuring timely and accurate payments.

 

At Perigeon, we empower businesses with Salesforce Billing solutions tailored to their specific needs, helping them optimize invoicing, payment collection, and subscription management.

 

What is Salesforce Billing?

Salesforce Billing is a comprehensive solution that extends Salesforce CPQ (Configure, Price, Quote) to manage invoicing, payments, and revenue recognition seamlessly. It is designed to handle complex billing requirements, including recurring payments, usage-based pricing, and tax compliance.

 

Key Features of Salesforce Billing

1. Automated Invoicing

Generate invoices automatically based on quotes, orders, or subscription plans.

• Example: Automatically create monthly invoices for subscription-based services.

2. Recurring Billing Management

Handle subscriptions, usage-based billing, and multi-tiered pricing models.

• Example: Bill customers based on their usage of cloud storage or API calls.

3. Payment Gateway Integration

Integrate with popular gateways like Stripe, PayPal, and Payment processing: Accept payments anywhere | Authorize.net for seamless payment processing.

4. Tax and Compliance

Automate tax calculations and ensure compliance with regional regulations like VAT, GST, or US sales tax.

5. Customer Self-Service

Enable customers to view invoices, manage subscriptions, and make payments through a self-service portal.

 

Benefits of Salesforce Billing

1. Enhanced Efficiency

Automate repetitive billing tasks, reducing manual errors and saving time.

2. Improved Cash Flow

Streamline payment collection and reduce delays with automated reminders and online payment options.

3. Flexibility for Complex Models

Support multiple billing models, including one-time charges, recurring payments, and usage-based billing.

4. Accurate Reporting

Gain insights into billing performance, outstanding payments, and revenue forecasts with advanced analytics.

5. Better Customer Experience

Offer transparency and convenience through detailed invoices and flexible payment options.

 

Common Billing Challenges and Solutions

Challenge	Solution with Salesforce Billing
Manual Invoicing Errors	Automate invoicing to ensure accuracy and consistency.
Complex Subscription Models	Manage subscriptions, tiered pricing, and usage-based billing with Salesforce Billing tools.
Delayed Payments	Use payment reminders and integrate with gateways for faster collections.
Tax Compliance	Automate tax calculations to stay compliant with regional regulations.
Lack of Insights	Gain actionable insights into billing performance with real-time analytics.

 

How Salesforce Billing Integrates with the QTC Process

Salesforce Billing works seamlessly with Salesforce CPQ and Revenue Cloud, creating a unified Quote-to-Cash process:

 

• CPQ Integration: Quotes and orders automatically generate corresponding invoices.
• Revenue Recognition: Link billing data with revenue recognition tools for accurate financial reporting.
• CRM Connection: Manage billing within the same system as customer data for a 360-degree view.

How Perigeon Can Help

At Perigeon, we provide end-to-end support for implementing and optimizing Salesforce Billing solutions.

 

Our Services Include:

1. Implementation: Set up Salesforce Billing tailored to your business model.
2. Integration: Connect Salesforce Billing with your CRM, ERP, and payment gateways.
3. Customization: Design workflows for recurring payments, usage-based billing, and tax calculations.
4. Training and Support: Ensure your team can manage and optimize billing processes effectively.
5. Ongoing Optimization: Continuously refine billing workflows to align with business growth.

 

Real-World Success Story

A SaaS company offering subscription services partnered with Perigeon to implement Salesforce Billing. By automating invoicing and integrating with Stripe for payments, they achieved:

 

• A 40% reduction in late payments.
• Streamlined subscription renewals with automated reminders.
• Enhanced visibility into cash flow and revenue projections.

Conclusion

Billing is more than just sending invoices—it’s about creating a seamless and efficient process that supports your business growth. With Salesforce Billing, you can automate invoicing, manage subscriptions, and ensure compliance, all while improving the customer experience.

 

Ready to transform your billing operations? Contact Perigeon today!