Create Invoices in Salesforce
With Finblick, you can create, manage, and send invoices directly within Salesforce – without any media discontinuities or external tools. All invoicing processes are seamlessly integrated into your Salesforce environment and can be fully automated.
- E-invoices: XRechnung and ZUGFeRD
- Partial, advance, and final invoices
- Cancellation and correction invoices
- Automatic VAT and account determination
- DATEV export
Create E-Invoices
With Finblick, you can generate e-invoices in XRechnung and ZUGFeRD formats, meeting legal requirements for electronic invoicing in the B2B sector as well as for public authorities.
Invoices for Every Use Case
Finblick supports all common invoice types:
- Partial invoices
- Advance invoices
- Final invoices
All invoices are logically linked and fully traceable at any time.
Attachments
Attachments can be added to each invoice, such as:
DATEV Export & Automatic Account Assignment
Finblick automatically assigns tax rates and ledger accounts and transfers the data directly from Salesforce to DATEV – ensuring a seamless handover to financial accounting.
Flexible Invoice Templates
Finblick offers fully customizable invoice templates that can be tailored to your corporate design and business requirements – including logos, texts, layouts, and legal notices.
Cancellations & Credit Notes
Invoices that have already been created can be:
- Cancelled via cancellation invoices
- Corrected partially or fully using credit notes (even at line-item level)
This ensures your billing remains accurate
and audit-proof at all times.
Trust built on real Salesforce processes
Companies that optimize their business processes with Finblick
Organizations across various industries use Finblick to streamline their operations, ensure consistency, and integrate processes directly into Salesforce.
“We use Finblick since 2023 and I would recommend it, it streamlined our processes and has a full-solution out of the box, which also could be customized. Loved to work with Konstantin and his team.”
Frequently asked questions about finblick
Key information about the quoting feature at a glance
Here you’ll find answers to common questions about working with Finblick. The information provides initial guidance and helps clarify typical workflows. For specific requirements, we’re happy to advise you individually.
Can Finblick be adapted to our existing Salesforce processes?
Finblick can generally be configured flexibly and adapted to many existing workflows. This includes integrating approval processes, using custom objects, or applying your own document templates. We review which adjustments make sense in detail together with you.
Send Quotes Faster. Improve Your
Processes. Directly in Salesforce.
From 20€ per user/month Learn more about our pricing here