Invoice Management

Prioritize invoices at risk of late payment and focus collection efforts effectively. Speed up your billing cycle with real-time invoice generation and simplified batch monitoring. Schedule invoice runs to start on working days by skipping holidays or weekends.

  • Make Smarter Collection Decisions with Predictive Invoice Risk Scores (Pilot)
    Identify invoices at risk of late payment and focus collection efforts where they matter most. Categorize invoices into risk levels to guide follow-ups and reduce overdue payments. Use these insights to drive timely actions and improve cash flow visibility.
  • Stream Invoices Faster with Upgraded Invoice Batch Runs
    Invoices now stream into Salesforce when an invoice batch run starts. Billing teams can start reviewing, sending, and collecting payments on invoices immediately, without waiting for the entire job to complete. Additionally, when monitoring invoice batch runs, you now see a single batch management job instead of three separate processing steps.
  • Start Daily and Weekly Invoice Schedules on Working Days
    Configure daily and weekly invoice runs to start on working days. Along with monthly schedules, daily and weekly invoice runs can now start on a working day if the original date falls on a holiday or weekend.