Invoicing Directly in Salesforce
With Finblick, you can create, manage, and send invoices directly from Salesforce — without switching systems or relying on external tools. All invoicing processes are fully integrated into your Salesforce environment and can be automated end to end.
Create & Send Invoices
Invoices are created directly in Salesforce and can be sent from there via email or integrated workflows. All invoice data is stored centrally and remains fully traceable at all times.
Flexible Invoice Templates
Finblick offers fully customizable invoice templates that can be tailored to your corporate design and business requirements — including logos, layouts, texts, and legal information.
Supported Invoice Formats
Invoices can be generated in multiple formats to meet different regulatory and business needs:
- XRechnung
- ZUGFeRD
This ensures compliance with modern electronic invoicing requirements.
Multilingual & Multi-Currency Support
Finblick supports multiple languages and multiple currencies, making it ideal for companies operating internationally.
Automatic VAT Handling
Different VAT rates are fully supported.
Finblick automatically assigns the correct VAT to each invoice line, based on:
- Invoice data
- Product or service information
This reduces errors and ensures tax-compliant invoicing.
Attachments & Supporting Documents
You can attach additional documents to invoices, such as:
- Service reports
- Proof of performance
- Supporting documents
All attachments are stored and sent together with the invoice.
User-Friendly Interface
Finblick provides a clear and intuitive user interface for invoice creation, designed for efficient daily use by sales and finance teams.
Multiple Invoice Types
Finblick supports all common invoice scenarios:
- Partial invoices
- Down payment invoices
- Final invoices
All invoice types are logically linked and fully transparent.
Cancellations & Credit Notes
Invoices can be:
- canceled using cancellation invoices
- partially or fully corrected using credit notes (also at line-item level)
This ensures accurate, audit-proof invoicing at all times.
FAQs About Invoicing in Salesforce
Here you will find answers to frequently asked questions about creating invoices with Finblick directly in Salesforce.
Can I create e-invoices such as XRechnung or ZUGFeRD in Salesforce?
Yes. With Finblick, you can create e-invoices directly in Salesforce, including legally accepted formats such as XRechnung and ZUGFeRD. This allows you to meet current and future electronic invoicing requirements without using additional tools.
Can I create invoices in multiple languages?
Yes. Finblick supports multilingual invoicing. Texts, product descriptions, and templates can be maintained in multiple languages and automatically applied based on the customer or invoice language.
How does invoice management integrate with DATEV?
Invoice management with Finblick integrates seamlessly with DATEV. Invoice data can be exported in a structured format and used for further processing in accounting or by tax advisors. Learn more about the Finblick DATEV integration.
Can invoices be sent automatically to customers?
Yes. Sending invoices can be automated on request, for example via email or defined Salesforce workflows. Just get in touch with us to adapt the automation to your requirements.
How does invoice creation work with Finblick directly in Salesforce?
With Finblick, invoices are created directly in Salesforce. All relevant data such as customer information, products, pricing, and taxes is automatically applied, enabling invoices to be generated quickly, consistently, and accurately.
Can I create invoices from quotes or orders?
Yes. That is exactly the idea behind Finblick. Invoices can be created directly from quotes or orders (depending on the setup) in Salesforce, ensuring a seamless transition from sales to invoicing.
Can Finblick create partial invoices?
Yes. With Finblick, you can create partial invoices directly in Salesforce. Moreover, it is easy to track which amounts have already been invoiced and which are still outstanding. This ensures transparency and a well-structured invoicing process.
Can Finblick create down payment invoices?
Yes. Finblick supports the creation of down payment invoices directly in Salesforce. Down payments can be invoiced in advance and later correctly offset against final or partial invoices, enabling clean billing workflows.
Is it possible to apply global discounts or surcharges?
Yes. Finblick allows you to apply global discounts or surcharges to invoices. These adjustments are applied consistently and displayed transparently on the invoice, helping ensure accurate pricing without manual corrections.
Is it possible to create cancellation invoices?
Yes. Finblick enables the creation of cancellation invoices directly in Salesforce. Cancellations are clearly documented and logically linked to the original invoice, ensuring accurate and traceable invoicing at all times.
Are invoices fully managed within Salesforce?
Yes. All invoices are fully managed within Salesforce. They remain centrally stored, are fully traceable, and integrate seamlessly into existing Salesforce processes.