I S Y O U R S O F T W A R E C O M PA N Y O U TG R O W I N G Q U I C K B O O K S ? 5 S I G N S I T ' S T I M E TO M O V E
Sign 1: Your Billing is Manual
Billing used to be easy. Products were billed once when they were sold or
delivered. Now so ware companies have a blend of products—subscriptions,
usage billing, services, training, and perpetual licenses. Some of it is billed once,
and some of it is billed every month. QuickBooks wasn't built to handle this
complexity, and it can't be easily integrated with Salesforce to automate your
quote to cash process.
Without Salesforce integration you spend too much of your precious time:
• Re-entering orders from Salesforce into QuickBooks
• Re-entering contract changes and renewals
• Manually calculating usage billing
Manual Salesforce quote-to-cash integration can't scale
If every new transaction, change, recurring charge, or usage
volume requires manual effort, you need more staff to grow.
Billing errors impact DSO and cash flow
Error prone manual billing processes can cause delays
in customer payments.
Delays of thousands to millions in cash flow
Heavy manual effort delays ge ing your bills out and cash flow
that can be used for operations or invested in your business.
A poor customer experience can lead to higher churn
Billing errors take customer time to resolve, providing a
negative experience.
Challenges
"With 200 recurring invoices a month, we're at the breaking point with manual billing."