IntegrationsCRMSalesforce

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.

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.

FieldDescription
Invoice numberUnique invoice reference
Invoice dateDate of issue
Due datePayment due date
Amount (ex. tax)Net invoice amount
Amount (incl. tax)Gross invoice amount
Tax amountTotal tax
StatusDraft, Final, Void
PaidWhether the invoice has been paid
On holdWhether the invoice is paused
NotesInvoice notes

Creating a one-off invoice

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

  1. Open the Customer__c record in Salesforce
  2. Click New one-off invoice
  3. Configure the invoice in the embedded Solvimon interface
  4. Save and finalise

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.