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Partners
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From the order to the cash.
Invoicing in CloudOffix Sales Cloud turns orders, projects and subscriptions into invoices, collects them online and matches every payment, so revenue flows from deal to cash.
From product to paid
Invoices from every source
Create invoices from sales orders, delivered project hours and subscriptions, in any language and currency, with your own templates and branding.
- One click from order to invoice
- Your logo, colors and fields
Collect online
Send invoices by email with a pay-now option, remind customers automatically and let them pay in the customer portal.
See online payments
Payments matched automatically
When a payment arrives, CloudOffix finds the open invoice with the matching amount and marks it paid.
Bill regular customers on autopilot
Periodic invoices
Recurring sales orders become regular invoices without manual work.
Subscriptions
Recurring billing profiles for customers who receive periodic products or services.
Automatic charges
Recurring invoices are charged to the saved payment method through integrated payment providers.
Every number in one place
Customer invoices
What you billed and what is still open.
Vendor bills
Incoming bills organized and on schedule.
Cash flow
Money coming in and going out, per bank account.
E-invoicing where it is required.
Invoices can be exchanged electronically and exported to the accounting formats your country requires.
Explore Sales Cloud
Get from delivered work to cash, faster.
Book a demo to follow one order from invoice to online payment and automatic matching.