Self-billing invoices for freelancers and partners
With Finblick, you can create credit notes (self-billing invoices) for partners and freelancers directly in Salesforce. Commissions and services are settled automatically — without requiring external invoices. This saves time, reduces administrative effort, and ensures transparent settlement processes.
Partner Commissions Directly in Salesforce
Finblick allows you to calculate and settle partner and freelancer commissions directly in Salesforce. All relevant data is stored centrally and remains fully traceable at any time.
Automatic Credit Notes Based on Salesforce Data
Based on information already captured in Salesforce — such as:
- closed opportunities
- partners defined as lead source or joint opportunity partners
Finblick can automatically generate a commission credit note.
The credit note is sent directly to the partner, eliminating the need for the partner to issue an invoice.
This results in:
- Significantly reduced administrative effort
- Faster commission settlements
- Less overhead for both your team and your partners
Self-Billing for Freelancers Based on Time Tracking
Finblick also simplifies freelancer billing:
- Freelancers can enter their working time directly in Salesforce, for example via the Salesforce Partner Community
- Recorded times are captured as cost entries
- Based on these entries, monthly credit notes for freelancers are generated automatically
This removes the need for manual invoice submission, review, and approval.
Time Savings & Transparent Settlement
Self-billing with Finblick benefits everyone involved:
- No external invoices required
- Standardized and transparent settlement logic
- Significantly reduced coordination effort
- Faster payouts to partners and freelancers