Easily Integrate with Salesforce to:

Create invoices & accept payments

Manage subscriptions or recurring payments

Synchronize financial information with external accounting systems

Customer self-service portal for billing and payments

Invoicing & Payments

  • View an Account’s current financial summary and drill down into its invoices, payments and orders.
  • Generate transactions right inside Salesforce or from integrated external accounting systems like Quickbooks, SAP or Netsuite.
  • Extend your accounts receivable business processes to generate invoices inside Salesforce and accept credit card, ACH or even check payments.
  • Automate billing when opportunities are closed by converting that opportunity into an invoice directly from Salesforce.

Streamline Business Processes

  • Extend the Salesforce products and pricebooks to easily facilitate recurring billing. Simply create subscription orders and the app will automatically generate invoices.  If the Account has a credit card or ACH on file, then the payment can be processed automatically as well.
  • Further streamline your business with add-ons including commission management and sales tax automation.
  • An optional customer self-service module allows your customers to view and pay invoices, update billing and card payment information, and more via a branded, mobile friendly website.
  • BluSynergy can be used as a standalone platform or you may wish to mirror information between BluSynergy and your backend accounting systems.

Easily Integrate with Salesforce