Create invoices, send a payment link, and track payments without leaving Salesforce. Your client pays through Stripe. Status updates automatically.
For Salesforce consultants, agencies, and SMBs billing clients regularly.
Enter your work email and we'll send the 2-minute demo, install details, and setup notes.
Salesforce may hold the customer relationship, project details, and delivery history — but billing often happens somewhere else.
Your billing flow starts somewhere else, so Salesforce is already outdated.
You check Stripe, emails, or spreadsheets to know if you got paid.
You do not actually know what is paid and what is overdue without checking another system.
No hidden setup maze. This is the flow your team and your customer see.
Create the invoice inside Salesforce and add line items.
Generate a shareable invoice link and send it to the customer.
They open the invoice page without needing Salesforce access.
Customer pays online through Stripe checkout.
Payment is recorded and the invoice status updates in Salesforce.
Create, manage, and track invoice lifecycle directly inside Salesforce.
Generate invoice links your customer can open without a portal login.
Use hosted checkout instead of a disconnected payment workaround.
Payment records and invoice status sync back into Salesforce.
Customise invoice templates, branding, and layout for your workflow.
Support bank transfer workflows by letting customers upload receipts for review.
They click the link, see the invoice, pay, and you see the update in Salesforce. That's the entire flow.
No migration. No new system to train on. Install it, connect Stripe, and test the flow.
This is the actual invoice → public link → payment → Salesforce update flow.
This is not just a payment link wrapper. You can tailor invoice templates, fields, and layout for your workflow.
Add your logo, style, and invoice presentation instead of sending something generic.
Template-based invoice presentation without pushing clients into another invoicing product.
No. They receive a public invoice link and can review and pay without logging into Salesforce.
No. This fixes invoicing and payment tracking inside Salesforce. It is not full accounting software.
Stripe is required for online card payments. Manual payment workflows and receipt uploads can also be supported.
Yes. Invoice templates can be customised for branding and layout.
The core path is package installation, Stripe connection, public link generation, and a test payment. Setup assumptions are detailed in the install guide.
Consultants, agencies, and SMBs that already manage client work in Salesforce and want billing closer to delivery.
