invoicesforsalesforce.com

What It Is

Invoices for Salesforce is a Salesforce ecosystem invoicing and accounts receivable management platform from Kognoz. It is not just a simple invoice generator; it aims to use sales records, customer information, contracts, and custom fields directly for invoicing, reducing repetitive manual data entry. Its core positioning is to let businesses design and run their own billing flow inside Salesforce.

Core Features and Integrations

The product covers invoices, payments, credit notes, collections, analytics, and integrations. For invoicing, it supports both single-invoice and bulk modes. According to the product copy, users can process 50 invoices in under 30 seconds with one click, automatically creating invoice records and the corresponding PDFs. Its differentiation lies in billing scenarios and billing rules: businesses can define invoicing workflows based on conditions such as deal status, date, subscription plan, region, language, currency, department, and product type. The invoice template editor allows control over layout and content, and supports use cases involving taxes, discounts, multiple currencies, and multiple languages. On the receivables side, it provides payment records, unpaid invoice tracking, credit notes, overdue collections, and an out-of-the-box Accounts Receivable dashboard. For integrations, the materials state that invoices can flow in real time into accounting systems, ERP systems, or e-invoice delivery centers, but they do not list specific vendors.

Pricing and Trial

Pricing transparency is relatively good: annual billing is USD 71/user/month, while monthly billing is USD 92/user/month. Online purchases are handled through PayPal, with credit cards supported; users can also contact the team for manual credit card payment processing. A 30-day free trial is available via AppExchange installation, and users can book an online meeting for configuration assistance. Overall, the price is not low, and Salesforce costs must be added on top, so it is better suited to organizations that have already invested in Salesforce.

Pros and Cons

The main advantages are its close fit with the Salesforce data model, which can reduce duplicate entry and errors; strong template and workflow customization; and end-to-end coverage from invoicing to receivables collection. The drawbacks are its strong dependence on Salesforce, and the fact that public materials do not disclose security and compliance certifications, API documentation, or fine-grained permission details. The stated bulk processing limit is up to 50 invoices per run, so very large-scale billing scenarios would need further validation.

Who It’s For and Access from China

It is suitable for B2B, subscription, service, project-based, installment, or multi-region sales teams using Salesforce, especially companies with complex invoicing rules, multiple templates, and recurring bulk invoicing needs. The materials do not provide information on access from China. Network access, payment, and compliance experiences for Salesforce and PayPal in China may be uncertain. Local alternatives to evaluate include Kingdee and Yonyou financial systems, while international alternatives include Salesforce Billing, Zuora, Chargebee, and Stripe Billing.