Скачать или смотреть Invoicing in Salesforce: Streamline Billing Without Leaving Your CRM [With Kulturra]

Still using spreadsheets or third-party tools to send invoices while your team lives in Salesforce? You’re working harder than you need to. In this video, you’ll learn how to create, send, and manage invoices directly inside Salesforce using Kulturra’s Payment Center—no switching tabs, no duplicate data, just fast, flexible, and fully integrated invoicing.

What You’ll Learn:
👉 How to create invoices from Accounts, Opportunities, Quotes, or custom objects in a few clicks
👉 How Kulturra pulls in products automatically—no manual entry required
👉 How to customize invoice templates with logos, terms, and formatting that match your brand
👉 How to email invoices with secure payment links for credit card, ACH, or eCheck
👉 How to automate reminders, installment billing, and recurring invoices—right from Salesforce

Why Kulturra Makes It Easy:
✅ Native to Salesforce—no integration headaches
✅ Custom charges, discounts, taxes, and payment terms
✅ Real-time updates and auto-payment tracking
✅ Bulk invoicing, statements, and automated follow-ups
✅ Full audit trail tied to your CRM records

Ready to Bring Invoicing Into Salesforce?
🔗 Try Kulturra on AppExchange: https://www.kulturra.com
📌 Subscribe for more Salesforce billing + payment automation tips
💬 Comment below: What’s the #1 invoicing pain point you want to solve?

Thanks for watching! If you’re ready to streamline invoicing, boost cash flow, and eliminate back-office busywork, hit Like, share this with your team, and make Salesforce your all-in-one billing solution with Kulturra.