Orders, invoices and payments starter

Invoice (Billing)

Bill a customer from a Billing invoice: lines, tax, payments, balance and how to pay.

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  1. Invoice (Billing)On Invoice · Salesforce Billing

An invoice on a Billing Invoice: document number, dates and your customer's reference, the bill-to account and contact, a paid, overdue or amount-due panel, the invoice lines with tax, totals, payments and credits and the balance, the total in words, bank details from your Brand Kit, an optional payment QR code and a UK or US late-payment notice.

Needs Salesforce Billing in the org.

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New template › Start from a quick start › Invoice (Billing). The draft opens with the fields in place.

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