The ultimate guide to EasyFlow Rechnungen in your Salesforce CRM

Nowadays, customer relationship management (CRM) is the backbone of every successful company. The ability to manage customer relationships efficiently often determines the success or failure of a business. But how do you keep track of countless invoices, dunning notices, and payments, especially when multiple departments and teams are involved?

There is a simple answer to this: EasyFlow Rechnungen. This innovative application is a must-have for anyone who wants to make optimal use of their Salesforce environment. It simplifies invoice management, makes dunning processes transparent, and makes work easier—from the finance team to sales staff. In this blog post, you’ll learn everything you need to know about EasyFlow Rechnungen. From the basic functions and prerequisites for use to technical details and best practices.

X

Who should use EasyFlow Rechnungen?

If you think invoice management tools are only for large, complex organizations with hundreds of employees and a dedicated finance team, you’re wrong. EasyFlow Rechnungen is a versatile tool that can be used by a wide range of users:

• For startups and small businesses: Scalable solutions from EasyFlow Rechnungen provide relief during the crucial growth phase.
• For mid-sized companies: Optimizes existing financial processes through automation and integration into Salesforce.
• For large enterprises and corporations: Offers individual workflows and seamless integration into complex corporate structures.
• For sales and finance teams: Simplifies opportunity and invoice management directly in the Salesforce CRM.

X

What can EasyFlow Rechnungen do?

Easy Billing

The billing function of EasyFlow revolutionizes how you create and manage invoices in Salesforce. Instead of creating invoice records manually, automation kicks in as soon as an opportunity reaches a certain status. This means less manual work, fewer errors, and more efficiency. In addition, EasyFlow gives you the flexibility to bill your services either in full or in partial amounts, which is a blessing especially for ongoing projects. Simply put: with EasyFlow billing, you have a powerful tool at hand that minimizes administrative effort and allows you to focus on what really matters—your business.

Easy Incoming Payments

With the EasyFlow function for incoming payments, you always keep an overview of all financial transactions. The system allows you to update the payment status of invoices easily and even enter parts of the payment. A dynamic dashboard ensures that you always know who has already paid and who is still outstanding. When full payment is received, the invoice status updates automatically so that you always have this information directly at hand.

X

Easy Cancellations

Everyone makes a mistake sometimes or faces a situation where an invoice has to be canceled. EasyFlow makes the cancellation process much easier. As soon as the invoice status is changed, the system automatically generates a cancellation record. This not only keeps your accounting clean but also provides you with clear tracking of the cancellation status.

Easy Dunning

EasyFlow takes the burden of manually tracking dunning processes off your shoulders. By using the automated dunning levels in Salesforce, you can easily manage invoice records and always keep an eye on the status of outstanding dunning notices. EasyFlow automatically creates dunning records as soon as an invoice is overdue. The system regularly checks the status and can automatically generate dunning notices based on dunning levels. You always have a clear overview of all dunning processes through the integrated status indicators.

Easy Overview

No long searching, no guessing. EasyFlow brings together all relevant information on invoices, cancellations, and dunning notices in a clear, visual view. This way, you always have all processes in view and can further optimize your business processes.

Easy Compliance

In today’s business environment, compliance is more than just a buzzword. EasyFlow ensures seamless integration with DATEV and other third-party tools, provides GoBD compliance and consecutive document numbers. This way, you are always on the safe side when it comes to your company’s accounting requirements.

X

Prerequisites and technical details

To use EasyFlow Rechnungen efficiently in your company, you should meet some basic requirements. EasyFlow is optimally configured for the Salesforce Sales Cloud Enterprise Edition, with higher editions also supported without any problems. If you use a Professional Edition, use is also possible, albeit with some limitations. For example, the “Opportunity” object in Salesforce is not accessible, which is required for invoice creation. But don’t worry, custom objects such as invoices, dunning notices, cancellations, and payments are also available for Platform license users.

The interface of EasyFlow Rechnungen is completely natively integrated into Salesforce and thus enables smooth operation. There are two different views: one for the EasyFlow administrator and one for the EasyFlow user. These views are designed to integrate seamlessly into your Salesforce environment. For users, there is even the option to work in the console view, which is specially optimized for the quick and efficient management of invoices and payments.

The technical integration with Salesforce ensures that all data is stored securely. This not only gives you the assurance that your financial transactions are well documented but also makes tax and legal compliance easier.

Conclusion

You see, EasyFlow Rechnungen is not just a tool but a real all-rounder when it comes to invoice management in Salesforce. From automatically generating invoices to the detailed management of your dunning processes, this app takes a lot of work off your hands and allows you to focus on what really matters: your business. If you’re now curious, we recommend taking a look at our comprehensive documentation. There you will find deep insights into all features and usage options. Click here and go directly to the documentation. And if you still have questions or would like to try EasyFlow Rechnungen yourself right away, don’t hesitate and contact us here directly.