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Spencer Wilkins 8
I need help creating a systematic way of producing invoices.
I hope you are all having a good day. I am a recent hire and want to help my company build a process of automating invoices. Currently, we are going to create a list of active employees with a unique employee ID. We have data that we are going to feed into SalesForce to match up the quantity and services, by month, by client. Do any of you have any recommendations on how to efficiently build an invoicing process? The data we feed in only includes the quantityof each service. It does not include the cost. Each client has a different pricing schedule. Some have a flat fee that can have overages at a certain amount. Others have different pricing tiers (i.e. one customer may be charged $0.08 per amount used for a quantity of less than 1,000 and $0.07 per amount used for a quantity of over 1,000 and other clients may have a different pricing schedule). Some have certain minimums. What are your recommendations on building out a systematic way of calculating invocies for each service for each client? We currently use Excel and I believe SalesForce has much better capabilities.
https://trailhead.salesforce.com/en/modules/sales_admin_products_quotes_contracts/units/sales_admin_products_quotes_contracts_unit_2
Thanks so much for the resource! With relating contracts to an opportunity, please tell me if I am correct:
If I have a contract that states for a quantity of 0-1000, the price is $0.1, for a quantity of 1001-2000, the price is $0.09, etc... and there is a minimum of $500 a month and a cap of $5,500, would this be doable by relating contracts to opportunities? I want to have SalesForce do it automatically when I relate them without actually having to do it manually.
Thank you for your help!