CRM

InvoiceQuickly + Salesforce: Invoicing from Your CRM Pipeline

Salesforce tracks your revenue pipeline — InvoiceQuickly turns closed opportunities into professional invoices. When an opportunity reaches 'Closed Won,' invoice data flows automatically: account details, products, pricing, and terms. Your finance team doesn't touch a thing.

How It Works

1

Install InvoiceQuickly package

Install the InvoiceQuickly managed package from Salesforce AppExchange.

2

Map objects and fields

Map Salesforce Accounts to invoice clients, Opportunity Products to line items, and custom fields to invoice details.

3

Trigger on stage change

Configure which opportunity stage triggers invoice generation (typically 'Closed Won').

4

Sync status back to Salesforce

Invoice status, payment date, and amount paid are written back to Salesforce for reporting.

Key Benefits

  • Generate invoices from Salesforce opportunities without leaving CRM
  • Map Opportunity Products, price books, and discount schedules to line items
  • Invoice status fields on Salesforce records for pipeline reporting
  • Support for Salesforce CPQ pricing and multi-currency
  • Workflow rules and Process Builder support for complex invoicing logic

Best For

  • Enterprise sales teams invoicing from Salesforce opportunities
  • SaaS companies with Salesforce CPQ needing post-sale invoice generation
  • Professional services firms tracking SOWs in Salesforce with milestone invoicing

See How Much You Could Save

Use our ROI calculator to see exactly how much invoice automation could save your business each year.

Calculate Your Savings

Frequently Asked Questions

Which Salesforce editions are supported?

Professional, Enterprise, Unlimited, and Developer editions. Essentials has limited API access which may restrict some features.

Does it support Salesforce multi-currency?

Yes. Invoices are generated in the opportunity's currency with proper exchange rate handling.

Other Integrations

StripePayPalGoCardlessWiseMollieShopifyWooCommerceEtsyQuickBooksXeroSageTrello

Get invoicing tips that actually help

Join 5,000+ freelancers and small business owners. One email per week with practical invoicing advice, tax tips, and product updates.

No spam, ever. Unsubscribe anytime.