> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/integrations/crm/salesforce/invoices-payments/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Invoices & payments

Invoices generated in Solvimon sync automatically to Salesforce. Your team can view billing status, track payments, and create one-off invoices without leaving the CRM.

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## Invoice sync

Every invoice Solvimon generates is created as an `Invoice__c` record in Salesforce, linked to the relevant Customer. Invoice status updates automatically as it changes in Solvimon.

| Field              | Description                       |
| :----------------- | :-------------------------------- |
| Invoice number     | Unique invoice reference          |
| Invoice date       | Date of issue                     |
| Due date           | Payment due date                  |
| Amount (ex. tax)   | Net invoice amount                |
| Amount (incl. tax) | Gross invoice amount              |
| Tax amount         | Total tax                         |
| Status             | Draft, Final, Void                |
| Paid               | Whether the invoice has been paid |
| On hold            | Whether the invoice is paused     |
| Notes              | Invoice notes                     |

## Creating a one-off invoice

For charges outside a subscription schedule, create a one-off invoice directly from a Customer record.

#### Open the customer

Open the `Customer__c` record in Salesforce.

#### Start the invoice

Click **New one-off invoice**.

#### Configure the invoice

Configure the invoice in the embedded Solvimon interface.

#### Save and finalise

Save and finalise the invoice.

The invoice appears immediately as a related `Invoice__c` record on the Customer.

## Payment tracking

Payments sync as `Payment__c` records linked to their invoice. As payments are collected, the invoice **Paid** flag updates automatically, giving Finance and Sales a live view of outstanding balances from within Salesforce.