Salesforce Billing automates invoicing and allows businesses to accept and allocate payments, all on the Salesforce Platform. Build recurring relationships by handling all revenue types, complex transactions like amendments, or coterminous add ons, while maintaining compliance and clean customer data for downstream processes like Accounts Receivables or financial statements.
In this workshop, you will:
- Learn about how you can manage your revenue operations on the Salesforce platform
- Run Invoice Scheduler to send out invoices for the month
- Learn how to process payments and post credit memos
- Create dynamic reports
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