Salesforce Billing

Shrink billing cycles and speed up cash collection with Certinia billing on Salesforce

Close it, bill it, and collect it all on the Salesforce platform. Certinia Billing generates invoices directly from Salesforce CRM data, transforming your billing into a streamlined, efficient, error-free process. Customers are pleased, billing is done on time and cash flow improves. Give sales teams the visibility they need to help with collections.

Should your company use Salesforce for billing?

Watch the product demo to see how Certinia Billing on Salesforce offers far more than just a billing platform, you are able to:

  • Create accurate invoices in one click
  • Generate invoices from opportunities, quotes, or custom objects
  • Customize invoice formats for email or printing
  • Simplify the integration between the cloud and on-premises ERP
  • Integrate with Certinia Accounting or your ERP system of choice
  • Give finance, sales & service a 360° view of the customer
  • Reduce the resources needed for billing and A/R inquiries
  • Improve visibility with full account and revenue reporting on the Salesforce platform

Learn more about billing on Salesforce

Embrace new business models with confidence with cloud-based billing from Certinia. Both powerful and agile, this solution is designed to support even the most complex contracts in one closed-loop process. Centralize any combination of billing models with recurring or non-recurring revenue on a single platform. And create one billing center for both the front and back office without costly integrations or lost data.

What makes billing on Salesforce better with Certinia?

Businesses are continuing to choose Certinia as the leading recurring billing solution to take advantage of one of the most successful SaaS platforms, Salesforce App Cloud. If you already used Salesforce CRM, we’ve made it simple and convenient to handle all of your front and back-office processes in one place.

Bridge the gap between Salesforce CRM and your ERP system
Because the invoices are created directly from CRM, there are no CRM/Billing discrepancies. Plus the system auto-generates the associated General Ledger and Accounts Receivable entries with each invoice. These entries can be exported to your ERP system for posting. The export and posting can be completely automated using the Salesforce platform or third-party integration tools.

Empower sales, customer service, and delivery teams
Manage ordering, invoicing, cash application and collections all on the Salesforce platform. Your sales, customer service, and delivery teams will get full visibility to customer billings which improves customer service, reduces disputes, and empowers these teams to help with collections.

Bill fast & speed collections
Automate your billing process, generate invoices accurately and reduce the time it takes to get paid. Accommodate one time bills, recurring bills, payment schedules and batch invoicing while ensuring sales tax compliance.

Turn any revenue-generating activity into an invoice
Turn any activity tracked on the Salesforce platform into a bill with Certinia’s simple point & click mapping tool. Accounting entries are automatically generated allowing simple integration to legacy ERP or a real-time posting to Certinia Accounting.

Why Sysadmins love this app
It’s native to the platform! Get clicks not code customization and integration, one toolset to master, instantly unified data, and the same processes, workflow, and security you have come to love.



Improved days sales outstanding (DSO)


Improved close times


Reporting in seconds, not hours

Certinia powers more than
1,400 customers in 30+ countries