Congratulations — after months spent developing a relationship with a customer, they signed the deal and you fulfilled their order. There’s just one last step to complete: getting paid.
What is an invoice? It’s a crucial, and often time-consuming, part of the sales process. But you can make it a more pleasant experience, and get paid faster, with a few key tips and the right tools. If you’re new to working with invoices, we’ll break down what they are, how to use them as part of your workflow, and how software can help save you time and effort.
What you’ll learn: What is an invoice? What is the purpose of an invoice? What is included in an invoice? How to create and issue an invoice Three common types and how to use them Key software features to look for Unify sales, finance, and legal on the
Read the full article on Salesforce.org blog.
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