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Billing and Collections, Native to Salesforce

Invoice from the orders, projects, and subscriptions already in Salesforce. Apply cash, track what’s overdue, and post to the ledger, all without a second customer database.

See AR and Billing in Action →
GoldFinch AR flow: Salesforce orders, projects, and subscriptions to invoices, receipts, and the general ledger

THE PROBLEM

Your customers live in Salesforce. Your invoices shouldn’t live somewhere else.

When CRM and accounting are separate systems, finance rekeys customer data to bill, sales can’t see who has paid, and every month-end report means stitching two systems together. A rep calls a customer about a renewal without knowing the last invoice is 60 days past due.

GoldFinch Accounts Receivable runs on the same Salesforce records your teams already use, so the deal, the invoice, and the payment are one connected history.

CONNECTED BILLING

Invoice directly from the work that created the charge.

Every invoice keeps a link back to its source record, so anyone reviewing it can see exactly what was sold, delivered, or completed.

Order and shipment billingInvoice from sales orders as goods ship, with the full order-to-invoice trail preserved.
Project billingBill by milestone, time, or expense, and compare billings against project cost.
Subscription billingRun recurring schedules and renewals from the subscription record.
Manual invoices and creditsIssue one-off invoices and credit memos with the same approvals and posting rules.
CUSTOMER
INVOICE

Review the source, create the invoice, route it for approval, and post, without retyping the customer anywhere.

CAPABILITIES

Everything between the invoice and the cash.

Invoices & Credit Memos

Terms, due dates, currencies, and tax on every invoice.

Cash Application

Apply receipts to open invoices, including partial and multi-invoice payments.

Customer Aging

Balances by customer, entity, and aging bucket, updated as cash posts.

Collections

See overdue invoices and log follow-up as Salesforce activities.

GL Posting

Invoices and receipts post to the ledger by configured rules.

ONE SHARED VIEW

Give sales and finance a shared customer view.

Sales teams understand the relationship. Finance teams understand the balance. GoldFinch brings both perspectives together without exposing sensitive financial information to unauthorized users.

Sales sees

Contacts and sales activity

Related orders

Projects and subscriptions

Both see

Open and overdue invoices

What created each charge

Finance sees

Payment history

Aging by customer

Credits and adjustments

Salesforce roles, permissions, and sharing rules control who sees each field, so a rep can see an invoice is overdue without seeing the customer’s full payment history.

GLOBAL READY

Run receivables across entities and currencies.

Bill from the right entity in the customer’s currency, and review balances by entity, ledger, or reporting currency.

Explore Multi-Entity and Multi-Currency Accounting →

FULL VISIBILITY

AR reporting in the dashboards you already use.

Build AR views in standard Salesforce reports and dashboards, next to pipeline and operations data.

Aging & Collections

Accounts receivable aging

Open invoices

Overdue balances

Customer payment history

Cash & Billing

Billing by customer, entity, or period

Cash receipts

Credit memos and adjustments

Sales-to-cash analysis

ACCOUNTING CONTROLS

Finance controls, built in.

Role-Based Access

Control who can view, create, approve, or post.

Approval Workflows

Route invoices and credits for review before posting.

Posting Rules

Every transaction posts by configured accounting logic.

Period Control

Transactions land only in open periods.

Audit History

See who changed what, and when.

Validation

Required fields are enforced before anything posts.

Billing rules, approvals, currency treatment, and revenue schedules are configured to your process during implementation.

COMMON QUESTIONS

Frequently asked questions.

See Your Invoice-to-Cash Process Running In Salesforce.

Bring one real scenario, like an order, a project milestone, or a subscription renewal, and we’ll walk it from invoice to posted cash in a live GoldFinch environment.

Request a Demo

What you’ll see:

  • An invoice created from a Salesforce order, project, or subscription
  • Approval routing before the invoice posts
  • A receipt applied to one or more open invoices
  • Aging and overdue balances updated as cash posts
  • The paid status visible on the customer’s Salesforce account
  • Invoice and receipt posted to the general ledger

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