Revenue Cloud Billing

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Last updated 7:26 PM on 10/10/26
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8 Terms

1
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What does Invoice do?

Billing schedules allow customers to specify what they want to bill for, including any type of recurring subscriptions, fees, equipment, services, or usage based products. Digital consumption wallet tracks what services a customer has access to and how much they have used.

2
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What does Invoice help with?

Customers can bill what they sell right in salesforce. They don’t need an integration to ERP or accounting package, removing the struggle of manual process.

3
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What does Billing do?

Produce Invoices, apply taxes and create a tailored invoice document. Deliver invoices automatically via email or view them in the included billing portal.

4
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What does Billing help with?

This is the engine that lets you scale any revenue model with precision, automatically handling complex usage ratings and delivering professional invoices so customers can bill bill their customers faster and more accurately.

5
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What does Payment and Collections do?

Create Payments in Salesforce using credit cards, ACH, Direct Debit, wires or checks.


Automate collections with email and SMS remainders to manage overdue accounts.


Customers can use the included billing portal to take payments and manage billing details.

6
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What does Payment and Collections help with?

These features speed up cash flow and reduce manual payment handling, which improves collection efficiency, lowers days sales outstanding and ultimately reduces errors and saves the finance team effort.

7
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What does AR subledger do?

Customers can track every invoice, payment and credit, keeping their books accurate and up to date.

Finance teams get real time visibility into cash flow, AR Aging, and collections performance, making month end close faster and easier.

8
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What does AR subledger help with?

AR Subledger ensures financial integrity and supports reporting and audit needs. It gives full visibility into the quote to cash process and enables data driven decisions and improved financial controls.