Chargent works within Salesforce to supercharge your invoicing. If you need a solution for subscription payments, more flexible ways of invoicing such as Salesforce email templates with payment links, and easy ways for your customers to send online payments, keep reading!
NUMBER 1: Recurring Payments
Salesforce is THE leading global CRM platform. When you start using Salesforce for invoicing, your entire payment processing system is going to become more streamlined and more efficient
If your business collects recurring payments, it is possible that you find it difficult to set up automated invoicing and billing. Fortunately, when you use Chargent with Salesforce, you can access features like automatic recurring billing, automated collections, and our many direct payment gateway integrations. In short you will be collecting your recurring payments without your team having to lift a finger, saving you significant labor costs.
NUMBER 2: More Flexible Invoicing
Chargent makes invoicing and payment from Salesforce more flexible, especially for business processes with non-traditional payment cycles. Using Salesforce to invoice your customers will automate your process, saving you money.
Whether you use an external system like Quickbooks, synced to Salesforce, for your invoicing, or a solution modern native to the Salesforce platform such as Accounting Seed or Salesforce Billing, having your invoices in Salesforce, right where all of your other customer data lives, can streamline your operations significantly. Many customers also create their own invoices, from email templates or an integrated PDF document generation app, such as Drawloop or Conga.